Missouri Trust & Investment Company’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-116
| Closed | -$4.38K | – | 469 |
|
|
2023
Q1 | $4.38K | Hold |
116
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 287 |
|
|
2022
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 311 |
|
|
2022
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $5K | Buy |
+116
| New | +$5K | ﹤0.01% | 341 |
|