SignatureFD’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-252
| Closed | -$4.02K | – | 3301 |
|
|
2024
Q2 | $4.02K | Buy |
+252
| New | +$4.02K | ﹤0.01% | 2576 |
|
|
2023
Q4 | – | Sell |
-77
| Closed | -$1.55K | – | 3262 |
|
|
2023
Q3 | $1.55K | Hold |
77
| – | – | ﹤0.01% | 2833 |
|
|
2023
Q2 | $1.45K | Sell |
77
-30
| -28% | -$565 | ﹤0.01% | 2880 |
|
|
2023
Q1 | $2K | Hold |
107
| – | – | ﹤0.01% | 2800 |
|
|
2022
Q4 | $2.31K | Buy |
107
+96
| +873% | +$2.07K | ﹤0.01% | 2758 |
|
|
2022
Q3 | $0 | Sell |
11
-22
| -67% | – | ﹤0.01% | 3335 |
|
|
2022
Q2 | $1K | Sell |
33
-92
| -74% | -$2.79K | ﹤0.01% | 3005 |
|
|
2022
Q1 | $3K | Buy |
125
+16
| +15% | +$384 | ﹤0.01% | 2717 |
|
|
2021
Q4 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 2790 |
|