IHT Wealth Management’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,300	Closed	-$92K	–	1226
2018 Q1	$92K	Buy	3,300 +1,920	+139%	+$53.5K	0.02%	505
2017 Q4	$33K	Buy	+1,380	New	+$33K	0.01%	833