M&R Capital Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.47K | Buy |
75
+37
| +97% | +$2.2K | ﹤0.01% | 469 |
|
|
2024
Q2 | $2.03K | Hold |
38
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $1.97K | Buy |
38
+1
| +3% | +$52 | ﹤0.01% | 498 |
|
|
2023
Q4 | $2.06K | Hold |
37
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $1.57K | Hold |
37
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $1.55K | Buy |
37
+1
| +3% | +$42 | ﹤0.01% | 562 |
|
|
2023
Q1 | $1.59K | Buy |
36
+7
| +24% | +$310 | ﹤0.01% | 553 |
|
|
2022
Q4 | $1.58K | Buy |
+29
| New | +$1.58K | ﹤0.01% | 526 |
|