Personal Wealth Partners’s Southern Company SO Stock Holding History

Personal Wealth Partners’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell
2021 Q2	$65K	Buy
2021 Q1	–	Sell
2020 Q4	$334K	Hold
2020 Q3	$295K	Buy
2020 Q1	–	Sell
2019 Q4	$13K	Hold
2019 Q3	$13K	Buy
2019 Q2	$9K	Buy