Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOURCE CAPITAL /DE/ | 4,500 | reported | 03 Apr 2023 | tx 9+4,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Apr 2023 | PURCHASE | SOURCE CAPITAL /DE/ | 500 | 37.81 USD | |
| 02 Jun 2022 | PURCHASE | SOURCE CAPITAL /DE/ | 1,000 | 39.55 USD | |
| 01 Feb 2022 | PURCHASE | SOURCE CAPITAL /DE/ | 300 | 42.69 USD | |
| 02 Jun 2021 | PURCHASE | SOURCE CAPITAL /DE/ | 1,000 | 45.59 USD | |
| 01 Jun 2021 | PURCHASE | SOURCE CAPITAL /DE/ | 571 | 45.60 USD | |
| 18 Sept 2020 | PURCHASE | SOURCE CAPITAL /DE/ | 150 | 36.91 USD | |
| 19 Mar 2020 | PURCHASE | SOURCE CAPITAL /DE/ | 300 | 26.44 USD | |
| 07 Oct 2019 | PURCHASE | SOURCE CAPITAL /DE/ | 250 | 36.11 USD | |
| 01 Jun 2021 | PURCHASE | SOURCE CAPITAL /DE/ | 429 | 45.56 USD |