HWM
SRCE icon

Hemington Wealth Management’s 1st Source SRCE Stock Holding History

Hemington Wealth Management’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2K Hold
40
– – ﹤0.01% 1350
2025
Q1 		$2K Hold
40
– – ﹤0.01% 1333
2024
Q4 		$2K Sell
40
-9
-18% -$450 ﹤0.01% 1326
2024
Q3 		$2K Buy
+49
New +$2K ﹤0.01% 1239