Northwestern Mutual Wealth Management’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-700
| Closed | -$30.4K | – | 3924 |
|
|
2024
Q4 | $30.4K | Buy |
+700
| New | +$30.4K | ﹤0.01% | 2363 |
|
|
2020
Q3 | – | Sell |
-67
| Closed | -$2K | – | 2662 |
|
|
2020
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 2238 |
|
|
2013
Q4 | – | Sell |
-1,983
| Closed | -$123K | – | 1544 |
|
|
2013
Q3 | $123K | Buy |
+1,983
| New | +$123K | 0.01% | 434 |
|