OAM
Oberweis Asset Management’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-42,600
| Closed | -$1.5M | – | 229 |
|
|
2018
Q2 | $1.5M | Buy |
42,600
+6,100
| +17% | +$214K | 0.38% | 60 |
|
|
2018
Q1 | $1.01M | Sell |
36,500
-10,000
| -22% | -$276K | 0.26% | 88 |
|
|
2017
Q4 | $1.06M | Buy |
46,500
+14,500
| +45% | +$331K | 0.25% | 90 |
|
|
2017
Q3 | $634K | Buy |
+32,000
| New | +$634K | 0.18% | 102 |
|