Advisor Group’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11K | Hold |
221
| – | – | ﹤0.01% | 4295 |
|
|
2019
Q3 | $10K | Hold |
221
| – | – | ﹤0.01% | 4344 |
|
|
2019
Q2 | $10K | Sell |
221
-41
| -16% | -$1.86K | ﹤0.01% | 4367 |
|
|
2019
Q1 | $12K | Buy |
262
+48
| +22% | +$2.2K | ﹤0.01% | 4271 |
|
|
2018
Q4 | $9K | Buy |
214
+71
| +50% | +$2.99K | ﹤0.01% | 4256 |
|
|
2018
Q3 | $8K | Buy |
143
+105
| +276% | +$5.87K | ﹤0.01% | 4391 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 4686 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 4702 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 4705 |
|
|
2017
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 4565 |
|
|
2017
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 4525 |
|
|
2017
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 4407 |
|
|
2016
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 4237 |
|
|
2016
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 4340 |
|
|
2016
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 4260 |
|