TD Asset Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-48,796
| Closed | -$963K | – | 1509 |
|
|
2021
Q4 | $963K | Buy |
48,796
+18,498
| +61% | +$365K | ﹤0.01% | 1285 |
|
|
2021
Q3 | $618K | Hold |
30,298
| – | – | ﹤0.01% | 1356 |
|
|
2021
Q2 | $877K | Sell |
30,298
-11,388
| -27% | -$330K | ﹤0.01% | 1287 |
|
|
2021
Q1 | $1.33M | Buy |
41,686
+2,586
| +7% | +$82.3K | ﹤0.01% | 1208 |
|
|
2020
Q4 | $1.18M | Buy |
39,100
+2,900
| +8% | +$87.7K | ﹤0.01% | 1149 |
|
|
2020
Q3 | $665K | Buy |
36,200
+1,800
| +5% | +$33.1K | ﹤0.01% | 1180 |
|
|
2020
Q2 | $711K | Buy |
34,400
+1,900
| +6% | +$39.3K | ﹤0.01% | 1140 |
|
|
2020
Q1 | $544K | Buy |
32,500
+2,200
| +7% | +$36.8K | ﹤0.01% | 1160 |
|
|
2019
Q4 | $888K | Buy |
30,300
+1,900
| +7% | +$55.7K | ﹤0.01% | 1120 |
|
|
2019
Q3 | $880K | Buy |
28,400
+8,500
| +43% | +$263K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $628K | Buy |
+19,900
| New | +$628K | ﹤0.01% | 1145 |
|