EFP
SOR

EnRich Financial Partners’s Source Capital SOR Stock Holding History

EnRich Financial Partners’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-630
Closed -$28.1K – 226
2024
Q3 		$28.1K Hold
630
– – 0.01% 124
2024
Q2 		$27.9K Hold
630
– – 0.01% 126
2024
Q1 		$26.8K Buy
+630
New +$26.8K 0.01% 116