MGIA
SOR

Moneta Group Investment Advisors’s Source Capital SOR Stock Holding History

Moneta Group Investment Advisors’s Portfolio SOR Stock Details SOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-432
Closed -$17K – 604
2018
Q1 		$17K Buy
+432
New +$17K ﹤0.01% 412