Managed Account Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $1.07M | Sell |
91,067
-1,443
| -2% | -$16.9K | ﹤0.01% | 2083 |
|
|
2015
Q1 | $1.04M | Sell |
92,510
-2,221
| -2% | -$25.1K | ﹤0.01% | 2092 |
|
|
2014
Q4 | $1.22M | Buy |
94,731
+11,276
| +14% | +$145K | ﹤0.01% | 2008 |
|
|
2014
Q3 | $941K | Buy |
83,455
+13,476
| +19% | +$152K | ﹤0.01% | 2060 |
|
|
2014
Q2 | $750K | Buy |
+69,979
| New | +$750K | ﹤0.01% | 2074 |
|