Stratos Wealth Partners’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
Q4 | – | Sell |
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|
2018
Q3 | $318K | Sell |
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|
2018
Q2 | $328K | Sell |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $361K | Sell |
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|
2017
Q3 | $362K | Buy |
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|
2017
Q2 | $348K | Sell |
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|
2017
Q1 | $338K | Sell |
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|
2016
Q4 | $327K | Sell |
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|
2016
Q3 | $363K | Sell |
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|
2016
Q2 | $446K | Sell |
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|
2016
Q1 | $443K | Buy |
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|
2015
Q4 | $586K | Buy |
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|
2015
Q3 | $597K | Buy |
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|
2015
Q2 | $633K | Buy |
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|
2015
Q1 | $536K | Buy |
|