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Diversified Trust’s 1st Source SRCE Stock Holding History

Diversified Trust’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,930
Closed -$245K – 883
2021
Q4 		$245K Buy
+4,930
New +$245K 0.01% 705