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Kings Path Partners’s Stoneridge SRI Stock Holding History

Kings Path Partners’s Portfolio SRI Stock Details SRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,416
Closed -$407K – 307
2024
Q3 		$407K Sell
36,416
-4,764
-12% -$53.3K 0.17% 102
2024
Q2 		$657K Buy
+41,180
New +$657K 0.31% 86