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SFS
Sowell Financial Services’s
ProShares Large Cap Core Plus
CSM
Stock Holding History
Sowell Financial Services’s Portfolio
CSM Stock Details
CSM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-620
Closed
-$30K
–
983
2021
Q1
$30K
Hold
620
–
–
﹤0.01%
1864
2020
Q4
$26K
Hold
620
–
–
﹤0.01%
1627
2020
Q3
$24K
Sell
620
-32
-5%
-$1.21K
﹤0.01%
1475
2020
Q2
$23K
Hold
652
–
–
﹤0.01%
1414
2020
Q1
$19K
Hold
652
–
–
﹤0.01%
1408
2019
Q4
$25K
Hold
652
–
–
﹤0.01%
1347
2019
Q3
$23K
Buy
+652
New
+$23K
﹤0.01%
1225
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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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