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Shepherd Kaplan Krochuk’s Stoneridge SRI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SRI Stock Details SRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-23,249
Closed -$271K – 606
2013
Q2 		$271K Buy
+23,249
New +$271K 0.05% 304