AMI Investment Management’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.59M | Sell |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $1.75M | Buy |
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|
2019
Q4 | $2.14M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $985K | Buy |
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|
2018
Q1 | $861K | Buy |
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|
2017
Q4 | $445K | Hold |
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|
2017
Q3 | $439K | Hold |
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|
2017
Q2 | $422K | Sell |
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|
2017
Q1 | $421K | Sell |
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|
2016
Q4 | $407K | Hold |
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|
2016
Q3 | $416K | Buy |
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|
2016
Q2 | $409K | Buy |
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