WBI Investments’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17,690
| Closed | -$895K | – | 297 |
|
|
2018
Q1 | $895K | Buy |
17,690
+1,681
| +11% | +$85K | 0.05% | 154 |
|
|
2017
Q4 | $792K | Sell |
16,009
-12,247
| -43% | -$606K | 0.04% | 216 |
|
|
2017
Q3 | $1.44M | Hold |
28,256
| – | – | 0.06% | 170 |
|
|
2017
Q2 | $1.36M | Buy |
+28,256
| New | +$1.36M | 0.06% | 192 |
|