SFS
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Sowell Financial Services’s iShares Agency Bond ETF AGZ Stock Holding History

Sowell Financial Services’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-401
Closed -$47K – 568
2021
Q1 		$47K Buy
401
+66
+20% +$7.84K ﹤0.01% 1679
2020
Q4 		$40K Hold
335
– – ﹤0.01% 1475
2020
Q3 		$41K Sell
335
-208
-38% -$25.2K ﹤0.01% 1281
2020
Q2 		$66K Sell
543
-1,618
-75% -$195K ﹤0.01% 1088
2020
Q1 		$261K Buy
2,161
+144
+7% +$17K 0.02% 587
2019
Q4 		$233K Buy
2,017
+1,714
+566% +$199K 0.02% 661
2019
Q3 		$35K Buy
+303
New +$35.1K ﹤0.01% 1098

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