Stoneridge Investment Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-33,150	Closed	-$1.12M	–	135
2020 Q2	$1.12M	Buy	+33,150	New	+$1.12M	0.47%	67