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Crewe Advisors’s Stoneridge SRI Stock Holding History

Crewe Advisors’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-162
Closed -$3K – 1246
2022
Q3 		$3K Hold
162
– – ﹤0.01% 990
2022
Q2 		$3K Buy
+162
New +$3K ﹤0.01% 923