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Oberweis Asset Management’s Stoneridge SRI Stock Holding History

Oberweis Asset Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$185K 0.38% 60
2018
Q1 		$1.01M Sell
36,500
-10,000
-22% -$244K 0.26% 88
2017
Q4 		$1.06M Buy
46,500
+14,500
+45% +$324K 0.25% 90
2017
Q3 		$634K Buy
+32,000
New +$530K 0.18% 102

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