Sowell Financial Services
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Sowell Financial Services’s Hoya Capital Housing ETF HOMZ Stock Holding History

Sowell Financial Services’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,680
Closed -$195K – 2759
2020
Q3 		$195K Buy
+6,680
New +$188K 0.01% 738

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Sowell Financial Services's HOMZ Position: Q4 2020 in Review

Sowell Financial Services sold out of Hoya Capital Housing ETF (HOMZ) in Q4 2020, closing a stake of 6,680 shares — an estimated $195K sold.

Sowell Financial Services first reported a position in HOMZ in Q3 2020 and held it in 1 quarter. The position peaked at $195K in Q3 2020. 11 funds tracked by Wall St. Rank hold HOMZ as of Q4 2020.

  • Sowell Financial Services reported no remaining Hoya Capital Housing ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 6,680 Hoya Capital Housing ETF shares in Q4 2020, an estimated $195K.
  • Sowell Financial Services first reported a position in Hoya Capital Housing ETF in Q3 2020 and held it in 1 quarter.
  • Sowell Financial Services's Hoya Capital Housing ETF position peaked at $195K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.