Jacobus Wealth Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $765K | Hold |
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|
2017
Q2 | $722K | Hold |
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|
2017
Q1 | $707K | Hold |
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|
2016
Q4 | $672K | Hold |
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|
2016
Q3 | $537K | Hold |
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|
2016
Q2 | $488K | Hold |
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|
2016
Q1 | $479K | Hold |
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|
2015
Q4 | $465K | Hold |
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|
2015
Q3 | $464K | Sell |
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|
2015
Q2 | $467K | Hold |
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|
2015
Q1 | $440K | Hold |
|
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|
2014
Q4 | $470K | Hold |
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|
2014
Q3 | $390K | Hold |
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|
2014
Q2 | $419K | Hold |
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|
2014
Q1 | $439K | Hold |
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|
2013
Q4 | $437K | Hold |
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|
2013
Q3 | $368K | Hold |
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|
2013
Q2 | $325K | Buy |
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