SIP
XYZ

Stoneridge Investment Partners’s Block, Inc. XYZ Stock Holding History

Stoneridge Investment Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,947
Closed -$492K – 157
2019
Q3 		$492K Sell
7,947
-20,356
-72% -$1.26M 0.18% 110
2019
Q2 		$2.05M Buy
28,303
+11,396
+67% +$827K 0.73% 54
2019
Q1 		$1.27M Buy
+16,907
New +$1.27M 0.37% 80