SFS
AVK

Sowell Financial Services’s Advent Convertible and Income Fund AVK Stock Holding History

Sowell Financial Services’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,133
Closed -$137K – 574
2023
Q1 		$137K Buy
+12,133
New +$143K 0.01% 715
2022
Q1 		– Sell
-11,667
Closed -$210K – 191
2021
Q4 		$210K Buy
11,667
+96
+0.8% +$1.74K 0.01% 505
2021
Q3 		$203K Buy
+11,571
New +$215K 0.01% 473
2021
Q2 		– Sell
-286
Closed -$5K – 692
2021
Q1 		$5K Sell
286
-53
-16% -$887 ﹤0.01% 2578
2020
Q4 		$5K Sell
339
-15
-4% -$221 ﹤0.01% 2255
2020
Q3 		$5K Buy
354
+12
+4% +$162 ﹤0.01% 1976
2020
Q2 		$4K Sell
342
-11
-3% -$132 ﹤0.01% 1937
2020
Q1 		$4K Buy
353
+21
+6% +$292 ﹤0.01% 1866
2019
Q4 		$5K Sell
332
-6
-2% -$88 ﹤0.01% 1889
2019
Q3 		$5K Buy
+338
New +$4.82K ﹤0.01% 1743

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AAM
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GC
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RJFSA
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RJA
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Koshinski Asset Management
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AWA
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