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Sowell Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sowell Financial Services’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,323
Closed -$188K – 1916
2021
Q1 		$188K Buy
3,323
+2,844
+594% +$161K 0.01% 1085
2020
Q4 		$27K Sell
479
-182
-28% -$10.3K ﹤0.01% 1619
2020
Q3 		$37K Buy
661
+64
+11% +$3.6K ﹤0.01% 1316
2020
Q2 		$33K Sell
597
-66
-10% -$3.62K ﹤0.01% 1303
2020
Q1 		$36K Buy
663
+36
+6% +$1.99K ﹤0.01% 1162
2019
Q4 		$35K Sell
627
-138
-18% -$7.61K ﹤0.01% 1269
2019
Q3 		$42K Buy
+765
New +$42.3K ﹤0.01% 1049

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SW
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CIA
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Fidelity Investments
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HighTower Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return