Lake Point Wealth Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $18K | Hold |
1,048
| – | – | 0.01% | 123 |
|
|
2022
Q1 | $22K | Hold |
1,048
| – | – | 0.01% | 106 |
|
|
2021
Q4 | $21K | Hold |
1,048
| – | – | 0.01% | 116 |
|
|
2021
Q3 | $21K | Hold |
1,048
| – | – | 0.01% | 105 |
|
|
2021
Q2 | $31K | Buy |
+1,048
| New | +$31K | 0.01% | 92 |
|
|
2020
Q1 | $18K | Hold |
1,048
| – | – | 0.02% | 85 |
|
|
2019
Q4 | $31K | Buy |
+1,048
| New | +$31K | 0.01% | 162 |
|
|
2019
Q2 | $43K | Hold |
1,348
| – | – | 0.01% | 153 |
|
|
2019
Q1 | $43K | Hold |
1,348
| – | – | 0.01% | 153 |
|
|
2018
Q4 | $33K | Buy |
+1,348
| New | +$33K | 0.01% | 295 |
|