New York Life Investment 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
Q2 | – | Sell |
-7,099
| Closed | -$372K | – | 1262 |
|
|
2024
Q1 | $372K | Buy |
+7,099
| New | +$372K | ﹤0.01% | 940 |
|
|
2023
Q1 | – | Sell |
-12,265
| Closed | -$651K | – | 1376 |
|
|
2022
Q4 | $651K | Buy |
12,265
+1,315
| +12% | +$69.8K | 0.01% | 719 |
|
|
2022
Q3 | $507K | Buy |
10,950
+867
| +9% | +$40.1K | 0.01% | 730 |
|
|
2022
Q2 | $458K | Buy |
+10,083
| New | +$458K | 0.01% | 776 |
|