Pathstone Family Office’s 1st Source SRCE Stock Holding History

Pathstone Family Office’s Portfolio SRCE Stock Details SRCE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$206K	Buy
2023 Q1	–	Sell
2022 Q4	$488K	Buy
2022 Q3	$416K	Buy
2022 Q1	–	Sell
2021 Q4	$213K	Hold
2021 Q3	$203K	Buy