2 purchases reported after at least 12 months of silence — most recent on 01 Jul 2022.
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/ | 6,761 | reported | 01 Jun 2023 | tx 9+6,761 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2023 | PURCHASE | SOURCE CAPITAL /DE/ | 1,315 | 37.90 USD | |
| 03 Oct 2022 | PURCHASE | SOURCE CAPITAL /DE/ | 1,400 | 35.64 USD | |
| 01 Jul 2022 | PURCHASE | SOURCE CAPITAL /DE/ | 200 | 37.80 USD | |
| 01 Jul 2022 | PURCHASE | SOURCE CAPITAL /DE/ | 100 | 37.83 USD | first after silence |
| 01 Jul 2022 | PURCHASE |
| SOURCE CAPITAL /DE/ |
| 1,025 |
| 37.84 USD |
| 01 Oct 2020 | PURCHASE | SOURCE CAPITAL /DE/ | 1,401 | 37.10 USD | first after silence |
| 18 Oct 2017 | PURCHASE | SOURCE CAPITAL /DE/ | 610 | 40.94 USD |
| 05 Dec 2016 | PURCHASE | SOURCE CAPITAL /DE/ | 200 | 35.54 USD |
| 05 Dec 2016 | PURCHASE | SOURCE CAPITAL /DE/ | 510 | 35.55 USD |