SFS
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Sowell Financial Services’s ProShares Ulta SmallCap600 SAA Stock Holding History

Sowell Financial Services’s Portfolio SAA Stock Details SAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,180
Closed -$225K – 2291
2021
Q1 		$225K Buy
7,180
+3,250
+83% +$90.4K 0.01% 987
2020
Q4 		$85K Buy
+3,930
New +$68.4K ﹤0.01% 1216
2020
Q1 		– Sell
-28,895
Closed -$634K – 2662
2019
Q4 		$634K Buy
+28,895
New +$581K 0.05% 379

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