Encompass More Asset Management’s Stoneridge SRI Stock Holding History

Encompass More Asset Management’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$160K	Hold
2025 Q2	$148K	Hold
2025 Q1	$96.4K	Hold
2024 Q4	$132K	Hold
2024 Q3	$235K	Buy