Aperio Group’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $329K | Sell |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $232K | Buy |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $251K | Buy |
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|
2017
Q4 | $239K | Sell |
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|
2017
Q3 | $292K | Buy |
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|
2017
Q2 | $244K | Buy |
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|
2017
Q1 | $206K | Buy |
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