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Wakefield Asset Management’s Stoneridge SRI Stock Holding History

Wakefield Asset Management’s Portfolio SRI Stock Details SRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-22,626
Closed -$684K – 180
2020
Q4 		$684K Buy
+22,626
New +$684K 0.29% 102