Engrave Wealth Partners’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-507	Closed	-$26K	–	375
2020 Q2	$26K	Buy	507 +3	+0.6%	+$154	0.02%	160
2020 Q1	$27K	Buy	504 +2	+0.4%	+$107	0.03%	136
2019 Q4	$31K	Buy	+502	New	+$31K	0.03%	175