EW
SOR

Evoke Wealth’s Source Capital SOR Stock Holding History

Evoke Wealth’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,450
Closed -$211K – 373
2022
Q4 		$211K Buy
+5,450
New +$211K 0.01% 327