| |
|
|
| Name: |
Source Financial Advisors LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ADBE |
Adobe Systems Inc |
131 |
Closed |
$483.43 |
$0 |
0 |
0% |
-237,000 |
-398 |
0 |
Application Software |
|
|
XLB |
SPDR Materials Select Sector |
124 |
Closed |
$92.15 |
$0 |
0 |
0% |
-244,000 |
-2,847 |
0 |
Closed - End Fund - E... |
|
|
SCPB |
Spdr Series Trust Term Corp... |
130 |
Closed |
$29.66 |
$0 |
0 |
0% |
-959,000 |
-32,210 |
0 |
Closed - End Fund - Debt |
|
|
ROVR |
Rover Group Ord Shs Class A |
123 |
Closed |
$10.99 |
$0 |
0 |
0% |
-640,000 |
-58,833 |
0 |
N/A |
|
|
EOG |
EOG Resources Inc |
129 |
Closed |
$129.94 |
$0 |
0 |
0% |
-294,000 |
-2,432 |
0 |
Independent Oil & Gas |
|
|
PENN |
Penn National Gaming Inc |
122 |
Closed |
$15.93 |
$0 |
0 |
0% |
-3,382,000 |
-129,977 |
0 |
Gambling/Resorts |
|
|
CSCO |
Cisco Systems Inc |
128 |
Closed |
$48.17 |
$0 |
0 |
0% |
-202,000 |
-3,994 |
0 |
Networking & Communic... |
|
|
KMI |
Kinder Morgan Inc |
121 |
Closed |
$19.70 |
$0 |
0 |
0% |
-183,000 |
-10,360 |
0 |
Gas Utilities |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
127 |
Closed |
$42.23 |
$0 |
0 |
0% |
-1,240,000 |
-29,362 |
0 |
N/A |
|
|
XLP |
SPDR Consmr Stpls Sector |
126 |
Closed |
$78.21 |
$0 |
0 |
0% |
-302,000 |
-4,195 |
0 |
Closed - End Fund - E... |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
125 |
Closed |
$29.48 |
$0 |
0 |
0% |
-1,435,000 |
-49,381 |
0 |
N/A |
|
