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Horizon Investment Services’s Stoneridge SRI Stock Holding History

Horizon Investment Services’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
2018
Q3 		– Sell
-88,320
Closed -$3.1M – 111
2018
Q2 		$3.1M Sell
88,320
-17,455
-17% -$530K 1.54% 29
2018
Q1 		$2.92M Sell
105,775
-6,394
-6% -$156K 1.32% 33
2017
Q4 		$2.56M Buy
112,169
+4,034
+4% +$90.1K 1.06% 36
2017
Q3 		$2.14M Sell
108,135
-2,734
-2% -$45.3K 0.91% 38
2017
Q2 		$1.71M Buy
110,869
+713
+0.6% +$12K 0.76% 41
2017
Q1 		$2M Buy
110,156
+30
+0% +$528 0.89% 40
2016
Q4 		$1.95M Sell
110,126
-13,259
-11% -$224K 0.92% 41
2016
Q3 		$2.27M Buy
123,385
+39,655
+47% +$684K 1.15% 34
2016
Q2 		$1.25M Buy
+83,730
New +$1.26M 0.63% 44

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