Veritable’s ServiceSource International, Inc. SREV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-142,665
| Closed | -$210K | – | 937 |
|
|
2022
Q2 | $210K | Buy |
142,665
+99,004
| +227% | +$146K | ﹤0.01% | 799 |
|
|
2022
Q1 | $57K | Hold |
43,661
| – | – | ﹤0.01% | 894 |
|
|
2021
Q4 | $43K | Hold |
43,661
| – | – | ﹤0.01% | 896 |
|
|
2021
Q3 | $59K | Hold |
43,661
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $62K | Hold |
43,661
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $64K | Buy |
43,661
+14,795
| +51% | +$21.7K | ﹤0.01% | 826 |
|
|
2020
Q4 | $51K | Hold |
28,866
| – | – | ﹤0.01% | 776 |
|
|
2020
Q3 | $42K | Hold |
28,866
| – | – | ﹤0.01% | 733 |
|
|
2020
Q2 | $46K | Hold |
28,866
| – | – | ﹤0.01% | 752 |
|
|
2020
Q1 | $25K | Hold |
28,866
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $48K | Sell |
28,866
-28,866
| -50% | -$48K | ﹤0.01% | 808 |
|
|
2019
Q3 | $51K | Hold |
57,732
| – | – | ﹤0.01% | 788 |
|
|
2019
Q2 | $55K | Hold |
57,732
| – | – | ﹤0.01% | 793 |
|
|
2019
Q1 | $53K | Buy |
57,732
+28,866
| +100% | +$26.5K | ﹤0.01% | 789 |
|
|
2018
Q4 | $31K | Buy |
+28,866
| New | +$31K | ﹤0.01% | 761 |
|