SFA
Source Financial Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-369
| Closed | -$205K | – | 120 |
|
|
2024
Q2 | $205K | Buy |
+369
| New | +$205K | 0.06% | 113 |
|
|
2024
Q1 | – | Sell |
-398
| Closed | -$237K | – | 121 |
|
|
2023
Q4 | $237K | Sell |
398
-25
| -6% | -$14.9K | 0.07% | 114 |
|
|
2023
Q3 | $216K | Buy |
+423
| New | +$216K | 0.07% | 116 |
|