Freedom Investment Management’s Stoneridge SRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,926
Closed -$208K 971
2018
Q2
$208K Sell
5,926
-1,855
-24% -$65.1K 0.01% 875
2018
Q1
$215K Buy
+7,781
New +$215K 0.01% 1006
2017
Q3
Sell
-10,495
Closed -$162K 1146
2017
Q2
$162K Buy
+10,495
New +$162K 0.01% 1001