SFS
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Sowell Financial Services’s Financial Institutions FISI Stock Holding History

Sowell Financial Services’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,023
Closed -$154K – 2740
2020
Q3 		$154K Sell
10,023
-215
-2% -$3.53K 0.01% 820
2020
Q2 		$191K Sell
10,238
-662
-6% -$11.5K 0.01% 741
2020
Q1 		$198K Buy
10,900
+3,918
+56% +$105K 0.01% 650
2019
Q4 		$224K Buy
6,982
+1,547
+28% +$48.8K 0.02% 669
2019
Q3 		$164K Buy
+5,435
New +$159K 0.01% 700

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