Sowell Financial Services’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,216
| Closed | -$202K | – | 1106 |
|
2025
Q1 | $202K | Buy |
+1,216
| New | +$202K | 0.01% | 928 |
|
2021
Q2 | – | Sell |
-30
| Closed | -$4K | – | 2850 |
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 2697 |
|
2020
Q4 | $3K | Buy |
30
+8
| +36% | +$800 | ﹤0.01% | 2424 |
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 2288 |
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 2217 |
|
2020
Q1 | $2K | Sell |
22
-7
| -24% | -$636 | ﹤0.01% | 2139 |
|
2019
Q4 | $3K | Buy |
29
+7
| +32% | +$724 | ﹤0.01% | 2116 |
|
2019
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 2151 |
|