Wolverine Trading’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34,878
| Closed | -$617K | – | 2148 |
|
|
2022
Q2 | $617K | Sell |
34,878
-11,894
| -25% | -$210K | ﹤0.01% | 465 |
|
|
2022
Q1 | $954K | Buy |
+46,772
| New | +$954K | ﹤0.01% | 493 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2227 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1877 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2114 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2058 |
|