SFS
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Sowell Financial Services’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Sowell Financial Services’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,336
Closed -$46K – 2174
2021
Q1 		$46K Buy
1,336
+5
+0.4% +$159 ﹤0.01% 1692
2020
Q4 		$42K Buy
1,331
+5
+0.4% +$158 ﹤0.01% 1463
2020
Q3 		$39K Buy
1,326
+7
+0.5% +$212 ﹤0.01% 1297
2020
Q2 		$39K Buy
1,319
+8
+0.6% +$241 ﹤0.01% 1251
2020
Q1 		$38K Buy
1,311
+5
+0.4% +$168 ﹤0.01% 1141
2019
Q4 		$45K Buy
1,306
+6
+0.5% +$204 ﹤0.01% 1177
2019
Q3 		$46K Buy
+1,300
New +$43.7K ﹤0.01% 1024

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