Sowell Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,136
| Closed | -$163K | – | 2103 |
|
|
2021
Q1 | $163K | Sell |
1,136
-19
| -2% | -$2.73K | 0.01% | 1155 |
|
|
2020
Q4 | $110K | Sell |
1,155
-19
| -2% | -$1.81K | ﹤0.01% | 1120 |
|
|
2020
Q3 | $111K | Buy |
1,174
+69
| +6% | +$6.52K | 0.01% | 941 |
|
|
2020
Q2 | $102K | Buy |
1,105
+4
| +0.4% | +$369 | 0.01% | 960 |
|
|
2020
Q1 | $53K | Sell |
1,101
-9
| -0.8% | -$433 | ﹤0.01% | 1034 |
|
|
2019
Q4 | $113K | Buy |
1,110
+3
| +0.3% | +$305 | 0.01% | 884 |
|
|
2019
Q3 | $97K | Buy |
+1,107
| New | +$97K | 0.01% | 840 |
|
|
2018
Q2 | – | Sell |
-2,277
| Closed | -$244K | – | 306 |
|
|
2018
Q1 | $244K | Buy |
+2,277
| New | +$244K | 0.06% | 234 |
|