Zacks Investment Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-52,552
| Closed | -$1.56M | – | 581 |
|
|
2018
Q3 | $1.56M | Buy |
52,552
+666
| +1% | +$19.8K | 0.03% | 323 |
|
|
2018
Q2 | $1.82M | Buy |
51,886
+3,526
| +7% | +$124K | 0.04% | 295 |
|
|
2018
Q1 | $1.34M | Sell |
48,360
-4,970
| -9% | -$137K | 0.03% | 357 |
|
|
2017
Q4 | $1.22M | Buy |
53,330
+35,698
| +202% | +$816K | 0.03% | 357 |
|
|
2017
Q3 | $349K | Buy |
+17,632
| New | +$349K | 0.01% | 464 |
|
|
2017
Q2 | – | Sell |
-35,653
| Closed | -$647K | – | 677 |
|
|
2017
Q1 | $647K | Buy |
35,653
+11,933
| +50% | +$217K | 0.02% | 437 |
|
|
2016
Q4 | $420K | Sell |
23,720
-9,879
| -29% | -$175K | 0.01% | 465 |
|
|
2016
Q3 | $618K | Buy |
+33,599
| New | +$618K | 0.02% | 426 |
|
|
2013
Q4 | – | Sell |
-39,604
| Closed | -$428K | – | 742 |
|
|
2013
Q3 | $428K | Buy |
39,604
+5,845
| +17% | +$63.2K | 0.02% | 393 |
|
|
2013
Q2 | $393K | Buy |
+33,759
| New | +$393K | 0.02% | 398 |
|