BHZ Capital Management’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 | – | Sell |
-4,387
| Closed | -$204K | – | 138 |
|
|
2021
Q2 | $204K | Sell |
4,387
-792
| -15% | -$36.8K | 0.08% | 125 |
|
|
2021
Q1 | $246K | Buy |
+5,179
| New | +$246K | 0.08% | 124 |
|
|
2019
Q3 | – | Sell |
-16,641
| Closed | -$772K | – | 143 |
|
|
2019
Q2 | $772K | Buy |
16,641
+10,093
| +154% | +$468K | 0.19% | 102 |
|
|
2019
Q1 | $294K | Buy |
+6,548
| New | +$294K | 0.07% | 122 |
|