TP
SREV
Truvvo Partners’s ServiceSource International, Inc. SREV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-113,420
| Closed | -$432K | – | 82 |
|
|
2018
Q1 | $432K | Sell |
113,420
-8,320
| -7% | -$31.7K | 0.16% | 76 |
|
|
2017
Q4 | $376K | Sell |
121,740
-1,340
| -1% | -$4.14K | 0.13% | 109 |
|
|
2017
Q3 | $426K | Hold |
123,080
| – | – | 0.14% | 106 |
|
|
2017
Q2 | $480K | Hold |
123,080
| – | – | 0.17% | 98 |
|
|
2017
Q1 | $478K | Hold |
123,080
| – | – | 0.21% | 87 |
|
|
2016
Q4 | $699 | Hold |
123,080
| – | – | 0.24% | 71 |
|
|
2016
Q3 | $601K | Buy |
123,080
+2,800
| +2% | +$13.7K | 0.27% | 78 |
|
|
2016
Q2 | $485K | Buy |
120,280
+15,510
| +15% | +$62.5K | 0.25% | 86 |
|
|
2016
Q1 | $446K | Buy |
104,770
+3,560
| +4% | +$15.2K | 0.2% | 91 |
|
|
2015
Q4 | $467K | Buy |
+101,210
| New | +$467K | 0.24% | 81 |
|