FourThought Financial’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 1277 |
|
2022
Q1 | – | Sell |
-109
| Closed | -$5K | – | 1560 |
|
2021
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 1228 |
|
2021
Q3 | $4K | Hold |
109
| – | – | ﹤0.01% | 1273 |
|
2021
Q2 | $4K | Hold |
109
| – | – | ﹤0.01% | 1271 |
|
2021
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 1214 |
|
2020
Q4 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 1196 |
|