Source Capital shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Source Capital
Tip: Access up to 7 years of quarterly data
All positions including Source Capital held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Source Capital by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $236k | 6.1k | 38.59 |
| 2023-06-30 | $30k | 777 | 38.30 |
| 2023-03-31 | $29k | 774 | 37.81 |
| 2022-12-31 | $175k | 5.3k | 33.04 |