Sowell Financial Services
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Sowell Financial Services’s Inspire Corporate Bond ETF IBD Stock Holding History

Sowell Financial Services’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40,040
Closed -$1.03M – 2547
2019
Q4 		$1.03M Sell
40,040
-853
-2% -$22K 0.08% 258
2019
Q3 		$1.05M Buy
+40,893
New +$1.05M 0.09% 248
2019
Q1 		$812K Buy
32,300
+55
+0.2% +$1.36K 0.09% 236
2018
Q4 		$787K Buy
+32,245
New +$785K 0.11% 197
2018
Q3 		– Sell
-31,560
Closed -$770K – 397
2018
Q2 		$770K Buy
+31,560
New +$770K 0.16% 127

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Sowell Financial Services's IBD Position: Q1 2020 in Review

Sowell Financial Services sold out of Inspire Corporate Bond ETF (IBD) in Q1 2020, closing a stake of 40,040 shares — an estimated $1.03M sold.

Sowell Financial Services first reported a position in IBD in Q2 2018 and held it in 5 quarters. The position peaked at $1.05M in Q3 2019. 32 funds tracked by Wall St. Rank hold IBD as of Q1 2020.

  • Sowell Financial Services reported no remaining Inspire Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 40,040 Inspire Corporate Bond ETF shares in Q1 2020, an estimated $1.03M.
  • Sowell Financial Services first reported a position in Inspire Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
  • Sowell Financial Services's Inspire Corporate Bond ETF position peaked at $1.05M in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.