Tortoise Investment Management’s Source Capital SOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-531
Closed -$24K 663
2021
Q3
$24K Buy
+531
New +$24K ﹤0.01% 365
2016
Q4
Sell
-50
Closed -$2K 503
2016
Q3
$2K Sell
50
-50
-50% -$2K ﹤0.01% 404
2016
Q2
$4K Buy
+100
New +$4K ﹤0.01% 409