TCI Wealth Advisors’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-96
| Closed | -$4.14K | – | 1973 |
|
|
2023
Q1 | $4.14K | Hold |
96
| – | – | ﹤0.01% | 1654 |
|
|
2022
Q4 | $5.1K | Hold |
96
| – | – | ﹤0.01% | 1513 |
|
|
2022
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 1676 |
|
|
2022
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 1719 |
|
|
2021
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 1636 |
|
|
2021
Q2 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 1612 |
|