Steward Partners Investment Advisory’s Stoneridge SRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-125
Closed -$3K 2735
2019
Q3
$3K Sell
125
-150
-55% -$3.6K ﹤0.01% 2375
2019
Q2
$8K Buy
+275
New +$8K ﹤0.01% 2085