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Sowell Financial Services’s Artisan Partners APAM Stock Holding History

Sowell Financial Services’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,041
Closed -$453K – 630
2021
Q1 		$453K Buy
8,041
+2,157
+37% +$110K 0.02% 684
2020
Q4 		$296K Buy
5,884
+2,272
+63% +$103K 0.01% 702
2020
Q3 		$141K Buy
3,612
+2,882
+395% +$106K 0.01% 854
2020
Q2 		$24K Buy
730
+673
+1,181% +$18.7K ﹤0.01% 1402
2020
Q1 		$1K Hold
57
– – ﹤0.01% 2176
2019
Q4 		$2K Hold
57
– – ﹤0.01% 2151
2019
Q3 		$2K Buy
+57
New +$1.59K ﹤0.01% 2031

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