Sowell Financial Services’s Great Elm Group GEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-253
| Closed | -$1K | – | 1370 |
|
|
2021
Q1 | $1K | Hold |
253
| – | – | ﹤0.01% | 2940 |
|
|
2020
Q4 | $1K | Sell |
253
-847
| -77% | -$3.35K | ﹤0.01% | 2572 |
|
|
2020
Q3 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 2121 |
|
|
2020
Q2 | $3K | Sell |
1,100
-1,180
| -52% | -$3.22K | ﹤0.01% | 2037 |
|
|
2020
Q1 | $4K | Sell |
2,280
-3,048
| -57% | -$5.35K | ﹤0.01% | 1888 |
|
|
2019
Q4 | $18K | Buy |
5,328
+652
| +14% | +$2.2K | ﹤0.01% | 1469 |
|
|
2019
Q3 | $17K | Buy |
+4,676
| New | +$17K | ﹤0.01% | 1341 |
|