Kore Private Wealth’s ServiceSource International, Inc. SREV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45,771
| Closed | -$67K | – | 325 |
|
|
2022
Q2 | $67K | Sell |
45,771
-13,083
| -22% | -$19.2K | 0.01% | 298 |
|
|
2022
Q1 | $77K | Hold |
58,854
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $58K | Hold |
58,854
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $79K | Hold |
58,854
| – | – | 0.01% | 440 |
|
|
2021
Q2 | $83K | Buy |
58,854
+28,854
| +96% | +$40.7K | 0.01% | 413 |
|
|
2021
Q1 | $44K | Hold |
30,000
| – | – | 0.01% | 365 |
|
|
2020
Q4 | $53K | Hold |
30,000
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $44K | Hold |
30,000
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $47K | Buy |
+30,000
| New | +$47K | 0.01% | 472 |
|