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SFS
MIN
Sowell Financial Services’s
Aberdeen Intermediate Income Fund
MIN
Stock Holding History
Sowell Financial Services’s Portfolio
MIN Stock Details
MIN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-990
Closed
-$4K
–
1860
2021
Q1
$4K
Buy
990
+80
+9%
+$300
﹤0.01%
2674
2020
Q4
$3K
Hold
910
–
–
﹤0.01%
2401
2020
Q3
$3K
Sell
910
-49
-5%
-$188
﹤0.01%
2140
2020
Q2
$4K
Buy
959
+34
+4%
+$128
﹤0.01%
1975
2020
Q1
$3K
Sell
925
-22
-2%
-$82
﹤0.01%
1993
2019
Q4
$4K
Sell
947
-548
-37%
-$2.07K
﹤0.01%
1988
2019
Q3
$6K
Buy
+1,495
New
+$5.71K
﹤0.01%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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