Wealthspire Advisors (Maryland)’s 1st Source SRCE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-71	Closed	-$4K	–	2632
2017 Q4	$4K	Hold	71	–	–	﹤0.01%	1920
2017 Q3	$4K	Buy	71 +18	+34%	+$1.01K	﹤0.01%	1867
2017 Q2	$3K	Buy	+53	New	+$3K	﹤0.01%	1917