DA
SOR

Doliver Advisors’s Source Capital SOR Stock Holding History

Doliver Advisors’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$386K Buy
2019
Q3 		– Sell
2019
Q2 		$201K Buy
2018
Q4 		– Sell
2018
Q3 		$410K Buy
2018
Q2 		$226K Buy
2016
Q2 		– Sell
2016
Q1 		$1.9M Buy
2015
Q4 		$2.69M Buy