Nisa Investment Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.78K | Hold |
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|
2025
Q2 | $7.19K | Sell |
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|
2025
Q1 | $5.19K | Buy |
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|
2024
Q4 | $5.98K | Buy |
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|
2024
Q3 | $6.38K | Sell |
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|
2024
Q2 | $9.64K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $11.7K | Buy |
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|
2023
Q3 | $11.8K | Hold |
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|
2023
Q2 | $11.1K | Sell |
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|
2023
Q1 | $11K | Hold |
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|
2022
Q4 | $13K | Hold |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $10K | Buy |
|