SOURCE FINANCIAL ADVISORS LLC Transaction History

SOURCE FINANCIAL ADVISORS LLC portfolio value:

5.34M
portfolio value

SOURCE FINANCIAL ADVISORS LLC quarter portfolio value change:

-2.30%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -1.01% -704 shares -182K 68.94K
Q2 2022 share Increase +2.18% 1.48K shares -141K 69.64K
Q1 2022 share Increase 0.00% 68.15K shares 5.67M 68.15K