SFS
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Sowell Financial Services’s SPS Commerce SPSC Stock Holding History

Sowell Financial Services’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-357
Closed -$35K – 2415
2021
Q1 		$35K Sell
357
-251
-41% -$26.5K ﹤0.01% 1812
2020
Q4 		$66K Sell
608
-8
-1% -$751 ﹤0.01% 1303
2020
Q3 		$48K Buy
616
+158
+34% +$12K ﹤0.01% 1226
2020
Q2 		$34K Buy
458
+30
+7% +$1.83K ﹤0.01% 1291
2020
Q1 		$20K Buy
428
+56
+15% +$2.95K ﹤0.01% 1401
2019
Q4 		$21K Buy
372
+10
+3% +$532 ﹤0.01% 1429
2019
Q3 		$17K Buy
+362
New +$18.4K ﹤0.01% 1350

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GIM
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