SFS
RCS

Sowell Financial Services’s PIMCO Strategic Income Fund RCS Stock Holding History

Sowell Financial Services’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,433
Closed -$11K – 2214
2021
Q1 		$11K Buy
1,433
+52
+4% +$371 ﹤0.01% 2286
2020
Q4 		$10K Buy
1,381
+33
+2% +$217 ﹤0.01% 2019
2020
Q3 		$9K Buy
1,348
+39
+3% +$251 ﹤0.01% 1839
2020
Q2 		$8K Buy
1,309
+39
+3% +$256 ﹤0.01% 1774
2020
Q1 		$8K Buy
1,270
+27
+2% +$222 ﹤0.01% 1689
2019
Q4 		$11K Buy
1,243
+25
+2% +$232 ﹤0.01% 1658
2019
Q3 		$11K Buy
+1,218
New +$11.7K ﹤0.01% 1508
2017
Q1 		– Sell
-2,597
Closed -$24K – 511
2016
Q4 		$24K Buy
+2,597
New +$24K 0.01% 406

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CAN
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N
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Osaic Holdings
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Morgan Stanley
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GC
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Cambridge Investment Research Advisors
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return