Grantham, Mayo, Van Otterloo & Co (GMO)’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $611K | Hold |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $698K | Sell |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.3M | Hold |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $951K | Sell |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $986K | Buy |
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