Aljian Capital Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,035
| Closed | -$313K | – | 49 |
|
|
2019
Q4 | $313K | Sell |
6,035
-60
| -1% | -$3.11K | 0.23% | 42 |
|
|
2019
Q3 | $279K | Sell |
6,095
-590
| -9% | -$27K | 0.23% | 42 |
|
|
2019
Q2 | $310K | Sell |
6,685
-50
| -0.7% | -$2.32K | 0.26% | 46 |
|
|
2019
Q1 | $302K | Sell |
6,735
-20
| -0.3% | -$897 | 0.26% | 46 |
|
|
2018
Q4 | $272K | Buy |
+6,755
| New | +$272K | 0.27% | 48 |
|