NCM
Narwhal Capital Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,320
| Closed | -$1.57M | – | 160 |
|
|
2021
Q4 | $1.57M | Buy |
79,320
+69,338
| +695% | +$1.37M | 0.18% | 81 |
|
|
2021
Q3 | $204K | Sell |
9,982
-94,907
| -90% | -$1.94M | 0.03% | 145 |
|
|
2021
Q2 | $3.09M | Sell |
104,889
-3,385
| -3% | -$99.9K | 0.39% | 63 |
|
|
2021
Q1 | $3.44M | Buy |
108,274
+52,503
| +94% | +$1.67M | 0.47% | 60 |
|
|
2020
Q4 | $1.69M | Buy |
+55,771
| New | +$1.69M | 0.24% | 79 |
|