International Assets Investment Management’s Source Capital SOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,040
Closed -$495 1763
2024
Q3
$495 Buy
22,040
+21,545
+4,353% +$484 ﹤0.01% 1348
2024
Q2
$21.9K Buy
+495
New +$21.9K ﹤0.01% 1452