Weld Capital Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,540
| Closed | -$228K | – | 533 |
|
|
2020
Q4 | $228K | Buy |
+7,540
| New | +$228K | 0.09% | 354 |
|
|
2020
Q1 | – | Sell |
-55,927
| Closed | -$1.64M | – | 689 |
|
|
2019
Q4 | $1.64M | Buy |
+55,927
| New | +$1.64M | 0.32% | 91 |
|
|
2019
Q3 | – | Sell |
-35,215
| Closed | -$1.11M | – | 982 |
|
|
2019
Q2 | $1.11M | Buy |
+35,215
| New | +$1.11M | 0.2% | 156 |
|