Meeder Asset Management’s Stoneridge SRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-3,071
| Closed | -$63K | – | 2369 |
|
2020
Q2 | $63K | Hold |
3,071
| – | – | ﹤0.01% | 878 |
|
2020
Q1 | $51K | Sell |
3,071
-2,047
| -40% | -$34K | ﹤0.01% | 903 |
|
2019
Q4 | $150K | Buy |
5,118
+2,851
| +126% | +$83.6K | 0.01% | 682 |
|
2019
Q3 | $70K | Buy |
2,267
+1,669
| +279% | +$51.5K | ﹤0.01% | 905 |
|
2019
Q2 | $19K | Buy |
598
+183
| +44% | +$5.81K | ﹤0.01% | 1257 |
|
2019
Q1 | $12K | Sell |
415
-2,385
| -85% | -$69K | ﹤0.01% | 1201 |
|
2018
Q4 | $68K | Sell |
2,800
-1,066
| -28% | -$25.9K | 0.01% | 741 |
|
2018
Q3 | $115K | Sell |
3,866
-1,132
| -23% | -$33.7K | 0.01% | 614 |
|
2018
Q2 | $176K | Buy |
4,998
+1,318
| +36% | +$46.3K | 0.02% | 531 |
|
2018
Q1 | $102K | Buy |
3,680
+35
| +1% | +$970 | 0.01% | 543 |
|
2017
Q4 | $84K | Buy |
3,645
+2,693
| +283% | +$62.1K | 0.01% | 589 |
|
2017
Q3 | $19K | Buy |
952
+313
| +49% | +$6.25K | ﹤0.01% | 915 |
|
2017
Q2 | $10K | Buy |
+639
| New | +$10K | ﹤0.01% | 1001 |
|