Mariner Independent Advisor Network’s Stoneridge SRI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-18,086	Closed	-$635K	–	280
2018 Q2	$635K	Sell	18,086 -4,997	-22%	-$175K	0.11%	117
2018 Q1	$642K	Buy	+23,083	New	+$642K	0.04%	266