Sowell Financial Services’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-60
| Closed | -$1K | – | 742 |
|
2021
Q1 | $1K | Sell |
60
-41
| -41% | -$683 | ﹤0.01% | 2903 |
|
2020
Q4 | $1K | Hold |
101
| – | – | ﹤0.01% | 2545 |
|
2020
Q3 | $1K | Sell |
101
-229
| -69% | -$2.27K | ﹤0.01% | 2323 |
|
2020
Q2 | $2K | Sell |
330
-214
| -39% | -$1.3K | ﹤0.01% | 2124 |
|
2020
Q1 | $2K | Buy |
544
+214
| +65% | +$787 | ﹤0.01% | 2043 |
|
2019
Q4 | $3K | Hold |
330
| – | – | ﹤0.01% | 2040 |
|
2019
Q3 | $2K | Buy |
+330
| New | +$2K | ﹤0.01% | 2041 |
|