Sowell Financial Services’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,700
| Closed | -$218K | – | 757 |
|
|
2021
Q1 | $218K | Sell |
3,700
-3,000
| -45% | -$177K | 0.01% | 1004 |
|
|
2020
Q4 | $333K | Hold |
6,700
| – | – | 0.01% | 653 |
|
|
2020
Q3 | $281K | Sell |
6,700
-1,000
| -13% | -$41.9K | 0.01% | 636 |
|
|
2020
Q2 | $302K | Hold |
7,700
| – | – | 0.02% | 597 |
|
|
2020
Q1 | $240K | Sell |
7,700
-1,700
| -18% | -$53K | 0.02% | 600 |
|
|
2019
Q4 | $402K | Hold |
9,400
| – | – | 0.03% | 510 |
|
|
2019
Q3 | $374K | Buy |
+9,400
| New | +$374K | 0.03% | 477 |
|
|
2019
Q1 | $526K | Hold |
13,125
| – | – | 0.06% | 316 |
|
|
2018
Q4 | $466K | Buy |
+13,125
| New | +$466K | 0.07% | 285 |
|
|
2018
Q3 | – | Sell |
-13,125
| Closed | -$588K | – | 372 |
|
|
2018
Q2 | $588K | Hold |
13,125
| – | – | 0.12% | 159 |
|
|
2018
Q1 | $544K | Hold |
13,125
| – | – | 0.14% | 143 |
|
|
2017
Q4 | $569K | Buy |
13,125
+2,800
| +27% | +$121K | 0.14% | 144 |
|
|
2017
Q3 | $416K | Hold |
10,325
| – | – | 0.11% | 157 |
|
|
2017
Q2 | $392K | Hold |
10,325
| – | – | 0.11% | 159 |
|
|
2017
Q1 | $382K | Buy |
10,325
+3,725
| +56% | +$138K | 0.11% | 161 |
|
|
2016
Q4 | $242K | Buy |
+6,600
| New | +$242K | 0.08% | 172 |
|