Sowell Financial Services’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,624
| Closed | -$54K | – | 2429 |
|
|
2021
Q1 | $54K | Buy |
+1,624
| New | +$54K | ﹤0.01% | 1621 |
|
|
2020
Q4 | – | Sell |
-139
| Closed | -$3K | – | 2860 |
|
|
2020
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 2159 |
|
|
2020
Q2 | $3K | Hold |
139
| – | – | ﹤0.01% | 2078 |
|
|
2020
Q1 | $2K | Sell |
139
-22
| -14% | -$317 | ﹤0.01% | 2122 |
|
|
2019
Q4 | $5K | Sell |
161
-22
| -12% | -$683 | ﹤0.01% | 1923 |
|
|
2019
Q3 | $6K | Buy |
+183
| New | +$6K | ﹤0.01% | 1713 |
|