Sowell Financial Services’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-15,297
| Closed | -$636K | – | 400 |
|
2022
Q2 | $636K | Buy |
15,297
+1,180
| +8% | +$49.1K | 0.06% | 199 |
|
2022
Q1 | $526K | Buy |
+14,117
| New | +$526K | 0.09% | 131 |
|
2021
Q2 | – | Sell |
-1,266
| Closed | -$59K | – | 521 |
|
2021
Q1 | $59K | Sell |
1,266
-8,104
| -86% | -$378K | ﹤0.01% | 1577 |
|
2020
Q4 | $316K | Buy |
9,370
+8,076
| +624% | +$272K | 0.01% | 676 |
|
2020
Q3 | $35K | Sell |
1,294
-19,063
| -94% | -$516K | ﹤0.01% | 1329 |
|
2020
Q2 | $555K | Buy |
20,357
+8,357
| +70% | +$228K | 0.03% | 425 |
|
2020
Q1 | $223K | Buy |
12,000
+10,494
| +697% | +$195K | 0.02% | 619 |
|
2019
Q4 | $46K | Buy |
1,506
+660
| +78% | +$20.2K | ﹤0.01% | 1172 |
|
2019
Q3 | $25K | Buy |
+846
| New | +$25K | ﹤0.01% | 1199 |
|