AA
SOR

Apriem Advisors’s Source Capital SOR Stock Holding History

Apriem Advisors’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,500
Closed -$89K – 637
2016
Q1 		$89K Hold
2,500
– – 0.04% 146
2015
Q4 		$166K Hold
2,500
– – 0.06% 107
2015
Q3 		$169K Buy
+2,500
New +$169K 0.06% 102