Lee, Danner & Bass’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,150
| Closed | -$209K | – | 165 |
|
|
2015
Q1 | $209K | Sell |
7,150
-550
| -7% | -$16.1K | 0.02% | 156 |
|
|
2014
Q4 | $240K | Buy |
+7,700
| New | +$240K | 0.03% | 149 |
|
|
2014
Q3 | – | Sell |
-7,700
| Closed | -$214K | – | 163 |
|
|
2014
Q2 | $214K | Hold |
7,700
| – | – | 0.03% | 154 |
|
|
2014
Q1 | $225K | Sell |
7,700
-1,100
| -13% | -$32.1K | 0.03% | 145 |
|
|
2013
Q4 | $256K | Hold |
8,800
| – | – | 0.03% | 135 |
|
|
2013
Q3 | $215K | Sell |
8,800
-1,100
| -11% | -$26.9K | 0.03% | 139 |
|
|
2013
Q2 | $214K | Buy |
+9,900
| New | +$214K | 0.03% | 137 |
|