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True Wealth Design’s Stoneridge SRI Stock Holding History

True Wealth Design’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.59K Buy
652
+548
+527% +$3.86K ﹤0.01% 841
2025
Q1 		$478 Buy
104
+103
+10,300% +$473 ﹤0.01% 1558
2024
Q4 		$7 Buy
+1
New +$7 ﹤0.01% 1347