Stone Run Capital’s Source Capital SOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$204K Buy
2016
Q1
Sell
2015
Q4
$908K Hold
2015
Q3
$928K Sell
2015
Q2
$1.11M Hold
2015
Q1
$1.11M Hold
2014
Q4
$988K Hold
2014
Q3
$988K Hold
2014
Q2
$1.06M Hold
2014
Q1
$1.04M Hold
2013
Q4
$1.02M Sell
2013
Q3
$946K Hold
2013
Q2
$945K Buy