Sharkey, Howes & Javer’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-80
Closed -$3K 215
2018
Q1
$3K Buy
+80
New +$3K ﹤0.01% 179
2016
Q2
Sell
-323
Closed -$17K 261
2016
Q1
$17K Buy
+323
New +$17K 0.01% 151