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SFS
VERX icon

Sowell Financial Services’s Vertex VERX Stock Holding History

Sowell Financial Services’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-28
Closed -$1K – 2651
2021
Q1
$1K Hold
28
– – ﹤0.01% 3024
2020
Q4
$1K Buy
28
+17
+155% +$463 ﹤0.01% 2631
2020
Q3
$0 Buy
+11
New +$268 ﹤0.01% 2731

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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