Global Retirement Partners’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1694 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1543 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1414 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1489 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1439 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1185 |
|