MPAM
Monarch Partners Asset Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.87M | Buy |
133,198
+205
| +0.2% | +$4.42K | 0.85% | 41 |
|
|
2022
Q3 | $2.25M | Hold |
132,993
| – | – | 0.68% | 72 |
|
|
2022
Q2 | $2.28M | Hold |
132,993
| – | – | 0.64% | 77 |
|
|
2022
Q1 | $2.76M | Buy |
132,993
+31,515
| +31% | +$654K | 0.62% | 71 |
|
|
2021
Q4 | $2M | Buy |
101,478
+25,340
| +33% | +$500K | 0.41% | 119 |
|
|
2021
Q3 | $1.55M | Buy |
76,138
+29,557
| +63% | +$602K | 0.23% | 132 |
|
|
2021
Q2 | $1.37M | Sell |
46,581
-13,790
| -23% | -$407K | 0.2% | 137 |
|
|
2021
Q1 | $1.92M | Sell |
60,371
-1,785
| -3% | -$56.8K | 0.29% | 101 |
|
|
2020
Q4 | $1.88M | Buy |
+62,156
| New | +$1.88M | 0.33% | 90 |
|