HC Financial Advisors’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Hold |
174
| – | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $7K | Hold |
174
| – | – | ﹤0.01% | 258 |
|
|
2021
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 263 |
|
|
2021
Q3 | $8K | Hold |
174
| – | – | ﹤0.01% | 253 |
|
|
2021
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 264 |
|
|
2021
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 272 |
|
|
2020
Q4 | $7K | Hold |
174
| – | – | ﹤0.01% | 290 |
|
|
2020
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $6K | Hold |
174
| – | – | ﹤0.01% | 285 |
|
|
2020
Q1 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 301 |
|