Mount Yale Investment Advisors’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,367	Closed	-$36K	–	705
2018 Q3	$36K	Sell	1,367 -3	-0.2%	-$79	0.01%	670
2018 Q2	$48K	Buy	+1,370	New	+$48K	0.01%	635