Breiter Capital Management’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $220K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $384K | Buy |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $383K | Hold |
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|
2018
Q1 | $384K | Hold |
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|
2017
Q4 | $392K | Buy |
|