Sowell Financial Services’s IQ ARB Global Resources GRES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,459
| Closed | -$103K | – | 3213 |
|
2021
Q1 | $103K | Buy |
3,459
+59
| +2% | +$1.76K | ﹤0.01% | 1356 |
|
2020
Q4 | $88K | Hold |
3,400
| – | – | ﹤0.01% | 1204 |
|
2020
Q3 | $87K | Buy |
3,400
+236
| +7% | +$6.04K | ﹤0.01% | 1023 |
|
2020
Q2 | $79K | Hold |
3,164
| – | – | ﹤0.01% | 1038 |
|
2020
Q1 | $69K | Hold |
3,164
| – | – | 0.01% | 949 |
|
2019
Q4 | $86K | Hold |
3,164
| – | – | 0.01% | 964 |
|
2019
Q3 | $84K | Buy |
+3,164
| New | +$84K | 0.01% | 878 |
|