Truvestments Capital’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-131
| Closed | -$2K | – | 960 |
|
|
2022
Q3 | $2K | Hold |
131
| – | – | ﹤0.01% | 571 |
|
|
2022
Q2 | $2K | Buy |
+131
| New | +$2K | ﹤0.01% | 575 |
|
|
2022
Q1 | – | Sell |
-131
| Closed | -$3K | – | 499 |
|
|
2021
Q4 | $3K | Hold |
131
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $3K | Hold |
131
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $4K | Sell |
131
-53
| -29% | -$1.62K | ﹤0.01% | 494 |
|
|
2021
Q1 | $6K | Hold |
184
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $5K | Buy |
+184
| New | +$5K | ﹤0.01% | 498 |
|
|
2020
Q3 | – | Sell |
-624
| Closed | -$12K | – | 522 |
|
|
2020
Q2 | $12K | Buy |
624
+578
| +1,257% | +$11.1K | 0.01% | 362 |
|
|
2020
Q1 | $0 | Buy |
+46
| New | – | ﹤0.01% | 548 |
|
|
2019
Q4 | – | Sell |
-880
| Closed | -$27K | – | 524 |
|
|
2019
Q3 | $27K | Buy |
880
+269
| +44% | +$8.25K | 0.02% | 364 |
|
|
2019
Q2 | $19K | Hold |
611
| – | – | 0.01% | 438 |
|
|
2019
Q1 | $18K | Buy |
+611
| New | +$18K | 0.01% | 421 |
|
|
2018
Q3 | $16K | Buy |
+549
| New | +$16K | 0.01% | 558 |
|