Lazard Asset Management’s Stoneridge SRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,978
| Closed | -$59K | – | 2465 |
|
2023
Q3 | $59K | Buy |
+2,978
| New | +$59K | ﹤0.01% | 1806 |
|
2020
Q1 | – | Sell |
-471
| Closed | -$13K | – | 1737 |
|
2019
Q4 | $13K | Hold |
471
| – | – | ﹤0.01% | 1354 |
|
2019
Q3 | $14K | Buy |
+471
| New | +$14K | ﹤0.01% | 1193 |
|
2018
Q4 | – | Sell |
-21,678
| Closed | -$644K | – | 1083 |
|
2018
Q3 | $644K | Buy |
+21,678
| New | +$644K | ﹤0.01% | 797 |
|