Lenox Wealth Advisors’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-75	Closed	-$1K	–	777
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	727
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	626
2019 Q3	$2K	Buy	+75	New	+$2K	﹤0.01%	531