SFS
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Sowell Financial Services’s iShares CMBS ETF CMBS Stock Holding History

Sowell Financial Services’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,086
Closed -$59K – 924
2021
Q1 		$59K Sell
1,086
-272
-20% -$14.9K ﹤0.01% 1580
2020
Q4 		$75K Buy
1,358
+507
+60% +$27.9K ﹤0.01% 1259
2020
Q3 		$47K Buy
851
+273
+47% +$15.1K ﹤0.01% 1233
2020
Q2 		$32K Sell
578
-1,484
-72% -$80K ﹤0.01% 1311
2020
Q1 		$111K Sell
2,062
-234
-10% -$12.5K 0.01% 808
2019
Q4 		$121K Buy
+2,296
New +$122K 0.01% 853

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