Sowell Financial Services’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-35,229
| Closed | -$264K | – | 298 |
|
2022
Q1 | $264K | Buy |
35,229
+15,114
| +75% | +$113K | 0.05% | 164 |
|
2021
Q4 | $219K | Buy |
+20,115
| New | +$219K | 0.01% | 502 |
|
2021
Q3 | – | Sell |
-17,244
| Closed | -$217K | – | 492 |
|
2021
Q2 | $217K | Sell |
17,244
-4,642
| -21% | -$58.4K | 0.01% | 506 |
|
2021
Q1 | $300K | Buy |
21,886
+10,018
| +84% | +$137K | 0.01% | 848 |
|
2020
Q4 | $142K | Buy |
11,868
+10,511
| +775% | +$126K | 0.01% | 1003 |
|
2020
Q3 | $15K | Sell |
1,357
-191
| -12% | -$2.11K | ﹤0.01% | 1670 |
|
2020
Q2 | $14K | Sell |
1,548
-3,128
| -67% | -$28.3K | ﹤0.01% | 1570 |
|
2020
Q1 | $38K | Buy |
4,676
+4,028
| +622% | +$32.7K | ﹤0.01% | 1138 |
|
2019
Q4 | $6K | Hold |
648
| – | – | ﹤0.01% | 1834 |
|
2019
Q3 | $5K | Buy |
+648
| New | +$5K | ﹤0.01% | 1759 |
|