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SFS
Sowell Financial Services’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
Sowell Financial Services’s Portfolio
BWX Stock Details
BWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-16,064
Closed
-$471K
–
480
2021
Q2
$471K
Sell
16,064
-1,270
-7%
-$37.8K
0.03%
423
2021
Q1
$515K
Sell
17,334
-19,175
-53%
-$582K
0.02%
630
2020
Q4
$1.14M
Buy
+36,509
New
+$1.11M
0.05%
299
2020
Q1
–
Sell
-1,381
Closed
-$40K
–
2437
2019
Q4
$40K
Buy
+1,381
New
+$39.6K
﹤0.01%
1216
2017
Q1
–
Sell
-17,593
Closed
-$460K
–
295
2016
Q4
$460K
Buy
+17,593
New
+$474K
0.15%
124
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$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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