Sun Life Financial’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,958
| Closed | -$463K | – | 565 |
|
|
2019
Q3 | $463K | Sell |
14,958
-3,508
| -19% | -$109K | 0.12% | 106 |
|
|
2019
Q2 | $583K | Hold |
18,466
| – | – | 0.15% | 73 |
|
|
2019
Q1 | $533K | Buy |
18,466
+99
| +0.5% | +$2.86K | 0.12% | 104 |
|
|
2018
Q4 | $453K | Buy |
18,367
+93
| +0.5% | +$2.29K | 0.1% | 105 |
|
|
2018
Q3 | $543K | Buy |
18,274
+15,636
| +593% | +$465K | 0.1% | 116 |
|
|
2018
Q2 | $93K | Buy |
+2,638
| New | +$93K | 0.01% | 335 |
|