SFA
Source Financial Advisors’s Procore PCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,861
| Closed | -$235K | – | 119 |
|
|
2024
Q1 | $235K | Sell |
2,861
-815
| -22% | -$67K | 0.07% | 109 |
|
|
2023
Q4 | $254K | Hold |
3,676
| – | – | 0.08% | 110 |
|
|
2023
Q3 | $240K | Sell |
3,676
-649
| -15% | -$42.4K | 0.08% | 111 |
|
|
2023
Q2 | $281K | Buy |
+4,325
| New | +$281K | 0.09% | 112 |
|