Monetary Management Group’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-202
| Closed | -$10.7K | – | 345 |
|
|
2022
Q4 | $10.7K | Buy |
+202
| New | +$10.7K | ﹤0.01% | 332 |
|
|
2022
Q2 | – | Sell |
-202
| Closed | -$9K | – | 357 |
|
|
2022
Q1 | $9K | Hold |
202
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $10K | Hold |
202
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $10K | Hold |
202
| – | – | ﹤0.01% | 327 |
|
|
2021
Q2 | $9K | Buy |
+202
| New | +$9K | ﹤0.01% | 307 |
|
|
2020
Q1 | – | Sell |
-202
| Closed | -$10K | – | 298 |
|
|
2019
Q4 | $10K | Buy |
+202
| New | +$10K | ﹤0.01% | 291 |
|
|
2019
Q1 | – | Sell |
-202
| Closed | -$8K | – | 304 |
|
|
2018
Q4 | $8K | Hold |
202
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $11K | Hold |
202
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $11K | Hold |
202
| – | – | ﹤0.01% | 301 |
|
|
2018
Q1 | $10K | Buy |
+202
| New | +$10K | ﹤0.01% | 306 |
|
|
2017
Q3 | – | Sell |
-202
| Closed | -$10K | – | 311 |
|
|
2017
Q2 | $10K | Buy |
+202
| New | +$10K | ﹤0.01% | 297 |
|