SFS
PINC

Sowell Financial Services’s Premier PINC Stock Holding History

Sowell Financial Services’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-769
Closed -$27K – 2104
2021
Q1 		$27K Sell
769
-758
-50% -$26.3K ﹤0.01% 1921
2020
Q4 		$54K Buy
1,527
+458
+43% +$15.8K ﹤0.01% 1366
2020
Q3 		$35K Sell
1,069
-970
-48% -$32.2K ﹤0.01% 1336
2020
Q2 		$70K Sell
2,039
-6,194
-75% -$203K ﹤0.01% 1077
2020
Q1 		$269K Buy
8,233
+7,945
+2,759% +$259K 0.02% 577
2019
Q4 		$11K Sell
288
-110
-28% -$3.87K ﹤0.01% 1656
2019
Q3 		$12K Buy
+398
New +$14.8K ﹤0.01% 1478

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