SFS
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Sowell Financial Services’s Healthcare Realty HR Stock Holding History

Sowell Financial Services’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,253
Closed -$64K – 1487
2021
Q1 		$64K Sell
2,253
-875
-28% -$24.5K ﹤0.01% 1547
2020
Q4 		$86K Sell
3,128
-94
-3% -$2.48K ﹤0.01% 1210
2020
Q3 		$84K Buy
3,222
+504
+19% +$13.2K ﹤0.01% 1039
2020
Q2 		$72K Sell
2,718
-1,294
-32% -$33.2K ﹤0.01% 1067
2020
Q1 		$97K Buy
4,012
+3
+0.1% +$91 0.01% 851
2019
Q4 		$121K Buy
4,009
+4
+0.1% +$120 0.01% 854
2019
Q3 		$118K Buy
+4,005
New +$112K 0.01% 783

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