Shufro Rose & Co’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,600
| Closed | -$256K | – | 306 |
|
|
2018
Q3 | $256K | Hold |
8,600
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $302K | Hold |
8,600
| – | – | 0.03% | 226 |
|
|
2018
Q1 | $237K | Buy |
+8,600
| New | +$237K | 0.02% | 252 |
|
|
2017
Q4 | – | Sell |
-12,500
| Closed | -$248K | – | 295 |
|
|
2017
Q3 | $248K | Buy |
+12,500
| New | +$248K | 0.02% | 244 |
|