Sowell Financial Services’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-209
| Closed | -$3K | – | 840 |
|
|
2021
Q1 | $3K | Sell |
209
-9
| -4% | -$129 | ﹤0.01% | 2716 |
|
|
2020
Q4 | $3K | Buy |
218
+88
| +68% | +$1.21K | ﹤0.01% | 2383 |
|
|
2020
Q3 | $1K | Sell |
130
-24
| -16% | -$185 | ﹤0.01% | 2331 |
|
|
2020
Q2 | $2K | Buy |
154
+29
| +23% | +$377 | ﹤0.01% | 2127 |
|
|
2020
Q1 | $1K | Hold |
125
| – | – | ﹤0.01% | 2203 |
|
|
2019
Q4 | $2K | Buy |
125
+14
| +13% | +$224 | ﹤0.01% | 2167 |
|
|
2019
Q3 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 2202 |
|