LA
Lucus Advisors’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,221
| Closed | -$358K | – | 247 |
|
|
2017
Q2 | $358K | Buy |
+23,221
| New | +$358K | 0.48% | 98 |
|
|
2016
Q4 | – | Sell |
-13,332
| Closed | -$245K | – | 151 |
|
|
2016
Q3 | $245K | Sell |
13,332
-9,833
| -42% | -$181K | 0.21% | 208 |
|
|
2016
Q2 | $346K | Buy |
+23,165
| New | +$346K | 0.28% | 175 |
|