Sowell Financial Services’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,023
| Closed | -$154K | – | 2740 |
|
|
2020
Q3 | $154K | Sell |
10,023
-215
| -2% | -$3.3K | 0.01% | 820 |
|
|
2020
Q2 | $191K | Sell |
10,238
-662
| -6% | -$12.4K | 0.01% | 741 |
|
|
2020
Q1 | $198K | Buy |
10,900
+3,918
| +56% | +$71.2K | 0.01% | 650 |
|
|
2019
Q4 | $224K | Buy |
6,982
+1,547
| +28% | +$49.6K | 0.02% | 669 |
|
|
2019
Q3 | $164K | Buy |
+5,435
| New | +$164K | 0.01% | 700 |
|