Innovative Portfolios’s 1st Source SRCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$359K Hold
7,238
0.84% 15
2021
Q3
$359K Buy
7,238
+1,252
+21% +$62.1K 0.84% 15
2021
Q2
$278K Buy
+5,986
New +$278K 0.74% 37