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Encompass More Asset Management’s Stoneridge SRI Stock Holding History

Encompass More Asset Management’s Portfolio SRI Stock Details SRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$148K Hold
21,009
– – 0.03% 205
2025
Q1 		$96.4K Hold
21,009
– – 0.03% 189
2024
Q4 		$132K Hold
21,009
– – 0.04% 180
2024
Q3 		$235K Buy
+21,009
New +$235K 0.09% 163