Sowell Financial Services’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-769
| Closed | -$27K | – | 2105 |
|
|
2021
Q1 | $27K | Sell |
769
-758
| -50% | -$26.6K | ﹤0.01% | 1921 |
|
|
2020
Q4 | $54K | Buy |
1,527
+458
| +43% | +$16.2K | ﹤0.01% | 1366 |
|
|
2020
Q3 | $35K | Sell |
1,069
-970
| -48% | -$31.8K | ﹤0.01% | 1336 |
|
|
2020
Q2 | $70K | Sell |
2,039
-6,194
| -75% | -$213K | ﹤0.01% | 1077 |
|
|
2020
Q1 | $269K | Buy |
8,233
+7,945
| +2,759% | +$260K | 0.02% | 577 |
|
|
2019
Q4 | $11K | Sell |
288
-110
| -28% | -$4.2K | ﹤0.01% | 1656 |
|
|
2019
Q3 | $12K | Buy |
+398
| New | +$12K | ﹤0.01% | 1478 |
|