LWL
SOR

Leo Wealth LLC’s Source Capital SOR Stock Holding History

Leo Wealth LLC’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,262
Closed -$233K – 362
2024
Q2 		$233K Buy
5,262
+77
+1% +$3.41K 0.02% 304
2024
Q1 		$220K Buy
5,185
+78
+2% +$3.31K 0.02% 308
2023
Q4 		$206K Buy
+5,107
New +$206K 0.02% 310