HSA
CA

HBK Sorce Advisory’s CA, Inc. CA Stock Holding History

HBK Sorce Advisory’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-9,480
Closed -$292K – 282
2016
Q1 		$292K Sell
9,480
-1,191
-11% -$36.7K 0.07% 188
2015
Q4 		$305K Buy
10,671
+1,000
+10% +$28.6K 0.08% 168
2015
Q3 		$264K Buy
+9,671
New +$264K 0.09% 159