Veritable’s ServiceSource International, Inc. SREV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-142,665
| Closed | -$210K | – | 938 |
|
|
2022
Q2 | $210K | Buy |
142,665
+99,004
| +227% | +$132K | ﹤0.01% | 801 |
|
|
2022
Q1 | $57K | Hold |
43,661
| – | – | ﹤0.01% | 897 |
|
|
2021
Q4 | $43K | Hold |
43,661
| – | – | ﹤0.01% | 901 |
|
|
2021
Q3 | $59K | Hold |
43,661
| – | – | ﹤0.01% | 869 |
|
|
2021
Q2 | $62K | Hold |
43,661
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $64K | Buy |
43,661
+14,795
| +51% | +$24.4K | ﹤0.01% | 828 |
|
|
2020
Q4 | $51K | Hold |
28,866
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $42K | Hold |
28,866
| – | – | ﹤0.01% | 735 |
|
|
2020
Q2 | $46K | Hold |
28,866
| – | – | ﹤0.01% | 753 |
|
|
2020
Q1 | $25K | Hold |
28,866
| – | – | ﹤0.01% | 724 |
|
|
2019
Q4 | $48K | Sell |
28,866
-28,866
| -50% | -$37.7K | ﹤0.01% | 810 |
|
|
2019
Q3 | $51K | Hold |
57,732
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $55K | Hold |
57,732
| – | – | ﹤0.01% | 796 |
|
|
2019
Q1 | $53K | Buy |
57,732
+28,866
| +100% | +$30.3K | ﹤0.01% | 794 |
|
|
2018
Q4 | $31K | Buy |
+28,866
| New | +$45.4K | ﹤0.01% | 768 |
|
Veritable's SREV Position: Q3 2022 in Review
Veritable sold out of ServiceSource International, Inc. (SREV) in Q3 2022, closing a stake of 142,665 shares — an estimated $210K sold.
Veritable first reported a position in SREV in Q4 2018 and held it in 15 quarters. The position peaked at $210K in Q2 2022. 0 funds tracked by Wall St. Rank hold SREV as of Q3 2022.
- Veritable reported no remaining ServiceSource International, Inc. position as of Q3 2022 after selling out during the quarter.
- Veritable sold 142,665 ServiceSource International, Inc. shares in Q3 2022, an estimated $210K.
- Veritable first reported a position in ServiceSource International, Inc. in Q4 2018 and held it in 15 quarters.
- Veritable's ServiceSource International, Inc. position peaked at $210K in Q2 2022.
- 0 funds tracked by Wall St. Rank held ServiceSource International, Inc. as of Q3 2022.
Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.