WFS
SOR

Widmann Financial Services’s Source Capital SOR Stock Holding History

Widmann Financial Services’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-600
Closed -$25K – 394
2021
Q4 		$25K Buy
+600
New +$25K 0.02% 237