Wealthspire Advisors (Maryland)’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$3K | – | 1840 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2047 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2129 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2068 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1904 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2061 |
|
|
2017
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2168 |
|