Lindbrook Capital’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$3.99K | – | 2908 |
|
|
2024
Q2 | $3.99K | Buy |
250
+35
| +16% | +$559 | ﹤0.01% | 2100 |
|
|
2024
Q1 | $3.97K | Hold |
215
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q4 | $4.21K | Buy |
215
+21
| +11% | +$411 | ﹤0.01% | 1978 |
|
|
2023
Q3 | $3.89K | Buy |
194
+75
| +63% | +$1.51K | ﹤0.01% | 1874 |
|
|
2023
Q2 | $2.24K | Sell |
119
-76
| -39% | -$1.43K | ﹤0.01% | 2111 |
|
|
2023
Q1 | $3.65K | Sell |
195
-9
| -4% | -$168 | ﹤0.01% | 1988 |
|
|
2022
Q4 | $4.4K | Sell |
204
-77
| -27% | -$1.66K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $5K | Sell |
281
-1
| -0.4% | -$18 | ﹤0.01% | 1694 |
|
|
2022
Q2 | $5K | Buy |
282
+24
| +9% | +$426 | ﹤0.01% | 1577 |
|
|
2022
Q1 | $5K | Buy |
+258
| New | +$5K | ﹤0.01% | 1617 |
|