SFS
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Sowell Financial Services’s Iridium Communications IRDM Stock Holding History

Sowell Financial Services’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-23,310
Closed -$932K – 520
2021
Q2 		$932K Sell
23,310
-233
-1% -$9.05K 0.06% 319
2021
Q1 		$900K Sell
23,543
-9,111
-28% -$399K 0.03% 443
2020
Q4 		$1.28M Buy
32,654
+2,844
+10% +$89.4K 0.05% 272
2020
Q3 		$763K Sell
29,810
-298
-1% -$8.2K 0.04% 363
2020
Q2 		$766K Sell
30,108
-2,073
-6% -$48.6K 0.04% 343
2020
Q1 		$719K Buy
32,181
+19,434
+152% +$503K 0.05% 310
2019
Q4 		$314K Buy
12,747
+2,623
+26% +$62.9K 0.02% 584
2019
Q3 		$215K Buy
+10,124
New +$241K 0.02% 617
2019
Q1 		$249K Buy
+9,434
New +$203K 0.03% 488

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NAMA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return