Berman Capital Advisors’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Sell |
36
-18
| -33% | -$500 | ﹤0.01% | 1955 |
|
|
2021
Q2 | $2K | Buy |
54
+30
| +125% | +$1.11K | ﹤0.01% | 1634 |
|
|
2021
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q4 | $0 | Hold |
24
| – | – | ﹤0.01% | 1828 |
|
|
2020
Q3 | $0 | Buy |
24
+11
| +85% | – | ﹤0.01% | 1763 |
|
|
2020
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1818 |
|