Paloma Partners’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,300
| Closed | -$292K | – | 1843 |
|
|
2019
Q2 | $292K | Buy |
6,300
+1,668
| +36% | +$77.3K | 0.01% | 1077 |
|
|
2019
Q1 | $208K | Buy |
+4,632
| New | +$208K | 0.01% | 1174 |
|
|
2015
Q2 | – | Sell |
-8,017
| Closed | -$234K | – | 1691 |
|
|
2015
Q1 | $234K | Buy |
+8,017
| New | +$234K | 0.01% | 934 |
|