GJIA
SOR

Glass Jacobson Investment Advisors’s Source Capital SOR Stock Holding History

Glass Jacobson Investment Advisors’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
Q3 		– Sell
-486
Closed -$18.6K – 829
2023
Q2 		$18.6K Buy
+486
New +$18.6K 0.01% 436
2022
Q4 		$18.8K Buy
+486
New +$18.8K 0.01% 438