Avior Wealth Management’s 1st Source SRCE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$209	–	3541
2024 Q1	$209	Buy	+4	New	+$209	﹤0.01%	2858
2023 Q2	–	Sell	-139	Closed	-$6K	–	1671
2023 Q1	$6K	Buy	+139	New	+$6K	﹤0.01%	1150