Sowell Financial Services’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,041
| Closed | -$453K | – | 630 |
|
|
2021
Q1 | $453K | Buy |
8,041
+2,157
| +37% | +$122K | 0.02% | 684 |
|
|
2020
Q4 | $296K | Buy |
5,884
+2,272
| +63% | +$114K | 0.01% | 702 |
|
|
2020
Q3 | $141K | Buy |
3,612
+2,882
| +395% | +$113K | 0.01% | 854 |
|
|
2020
Q2 | $24K | Buy |
730
+673
| +1,181% | +$22.1K | ﹤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 | +$2K | ﹤0.01% | 2031 |
|