Willingdon Wealth Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $29K | Hold |
900
| – | – | 0.01% | 166 |
|
|
2019
Q4 | $47K | Hold |
900
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $41K | Hold |
900
| – | – | 0.01% | 184 |
|
|
2019
Q2 | $42K | Hold |
900
| – | – | 0.01% | 178 |
|
|
2019
Q1 | $40K | Hold |
900
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $36K | Hold |
900
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $47K | Hold |
900
| – | – | 0.01% | 208 |
|
|
2018
Q2 | $48K | Hold |
900
| – | – | 0.01% | 184 |
|
|
2018
Q1 | $46K | Hold |
900
| – | – | 0.01% | 164 |
|
|
2017
Q4 | $45K | Hold |
900
| – | – | 0.01% | 160 |
|
|
2017
Q3 | $46K | Buy |
+900
| New | +$46K | 0.02% | 159 |
|