Glassman Wealth Services’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$989 | – | 1588 |
|
|
2023
Q4 | $989 | Hold |
18
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q3 | $758 | Hold |
18
| – | – | ﹤0.01% | 1634 |
|
|
2023
Q2 | $755 | Hold |
18
| – | – | ﹤0.01% | 1530 |
|
|
2023
Q1 | $777 | Hold |
18
| – | – | ﹤0.01% | 1511 |
|
|
2022
Q4 | $956 | Hold |
18
| – | – | ﹤0.01% | 1437 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1538 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1517 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1464 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1378 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1324 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1230 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1108 |
|