SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-210
| Closed | -$8K | – | 1652 |
|
|
2019
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 1606 |
|
|
2018
Q4 | $7K | Hold |
210
| – | – | ﹤0.01% | 1610 |
|
|
2018
Q3 | $8K | Hold |
210
| – | – | ﹤0.01% | 1732 |
|
|
2018
Q2 | $8K | Hold |
210
| – | – | ﹤0.01% | 1694 |
|
|
2018
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 1674 |
|
|
2017
Q4 | $9K | Buy |
+210
| New | +$9K | ﹤0.01% | 1643 |
|