KLI
SOR

Kelman-Lazarov Inc’s Source Capital SOR Stock Holding History

Kelman-Lazarov Inc’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$10.8K – 228
2016
Q4 		$10.8K Hold
300
– – 0.01% 256
2016
Q3 		$10.9K Hold
300
– – 0.01% 288
2016
Q2 		$11.1K Sell
300
-5,500
-95% -$204K 0.01% 276
2016
Q1 		$207K Buy
+5,800
New +$207K 0.12% 115