Zurich Cantonal Bank’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,435
| Closed | -$49.6K | – | 2679 |
|
|
2024
Q3 | $49.6K | Hold |
4,435
| – | – | ﹤0.01% | 2553 |
|
|
2024
Q2 | $70.8K | Hold |
4,435
| – | – | ﹤0.01% | 2481 |
|
|
2024
Q1 | $81.8K | Hold |
4,435
| – | – | ﹤0.01% | 2451 |
|
|
2023
Q4 | $86.8K | Hold |
4,435
| – | – | ﹤0.01% | 2486 |
|
|
2023
Q3 | $89K | Hold |
4,435
| – | – | ﹤0.01% | 2407 |
|
|
2023
Q2 | $83.6K | Hold |
4,435
| – | – | ﹤0.01% | 2424 |
|
|
2023
Q1 | $82.9K | Hold |
4,435
| – | – | ﹤0.01% | 2389 |
|
|
2022
Q4 | $95.6K | Sell |
4,435
-872
| -16% | -$18.8K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $90K | Hold |
5,307
| – | – | ﹤0.01% | 2311 |
|
|
2022
Q2 | $91K | Hold |
5,307
| – | – | ﹤0.01% | 2314 |
|
|
2022
Q1 | $110K | Hold |
5,307
| – | – | ﹤0.01% | 2247 |
|
|
2021
Q4 | $105K | Buy |
5,307
+4,559
| +609% | +$90.2K | ﹤0.01% | 2491 |
|
|
2021
Q3 | $15K | Hold |
748
| – | – | ﹤0.01% | 2799 |
|
|
2021
Q2 | $22K | Hold |
748
| – | – | ﹤0.01% | 2576 |
|
|
2021
Q1 | $24K | Sell |
748
-2,548
| -77% | -$81.8K | ﹤0.01% | 2513 |
|
|
2020
Q4 | $100K | Hold |
3,296
| – | – | ﹤0.01% | 2210 |
|
|
2020
Q3 | $61K | Hold |
3,296
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q2 | $68K | Buy |
3,296
+1,611
| +96% | +$33.2K | ﹤0.01% | 2115 |
|
|
2020
Q1 | $28K | Hold |
1,685
| – | – | ﹤0.01% | 2223 |
|
|
2019
Q4 | $49K | Hold |
1,685
| – | – | ﹤0.01% | 2161 |
|
|
2019
Q3 | $52K | Hold |
1,685
| – | – | ﹤0.01% | 2019 |
|
|
2019
Q2 | $53K | Hold |
1,685
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q1 | $49K | Sell |
1,685
-763
| -31% | -$22.2K | ﹤0.01% | 2020 |
|
|
2018
Q4 | $60K | Hold |
2,448
| – | – | ﹤0.01% | 1923 |
|
|
2018
Q3 | $73K | Hold |
2,448
| – | – | ﹤0.01% | 1919 |
|
|
2018
Q2 | $86K | Sell |
2,448
-1,431
| -37% | -$50.3K | ﹤0.01% | 1742 |
|
|
2018
Q1 | $107K | Sell |
3,879
-4
| -0.1% | -$110 | ﹤0.01% | 1557 |
|
|
2017
Q4 | $89K | Buy |
3,883
+948
| +32% | +$21.7K | ﹤0.01% | 1641 |
|
|
2017
Q3 | $58K | Buy |
2,935
+4
| +0.1% | +$79 | ﹤0.01% | 1709 |
|
|
2017
Q2 | $45K | Sell |
2,931
-4
| -0.1% | -$61 | ﹤0.01% | 1828 |
|
|
2017
Q1 | $53K | Buy |
2,935
+2,931
| +73,275% | +$52.9K | ﹤0.01% | 1711 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2573 |
|
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2573 |
|