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Burney Company’s Stoneridge SRI Stock Holding History

Burney Company’s Portfolio SRI Stock Details SRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-34,537
Closed -$997K – 459
2019
Q1 		$997K Buy
34,537
+10,802
+46% +$312K 0.06% 260
2018
Q4 		$585K Buy
+23,735
New +$585K 0.04% 289