Next Financial Group’s Source Capital SOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-300
Closed -$21K 1951
2015
Q2
$21K Hold
300
0.01% 986
2015
Q1
$22K Hold
300
0.01% 958
2014
Q4
$21K Buy
+300
New +$21K 0.01% 965