Sowell Financial Services’s abrdn National Municipal Income Fund VFL Stock Holding History

Sowell Financial Services’s Portfolio VFL Stock Details VFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-31,494	Closed	-$424K	–	2676
2019 Q3	$424K	Buy	+31,494	New	+$429K	0.04%	452
2019 Q1	$398K	Buy	31,386 +4,909	+19%	+$60.6K	0.04%	388
2018 Q4	$315K	Buy	26,477 +10,117	+62%	+$121K	0.04%	377
2018 Q3	$198K	Hold	16,360	–	–	0.03%	335
2018 Q2	$208K	Hold	16,360	–	–	0.04%	267
2018 Q1	$204K	Hold	16,360	–	–	0.05%	253
2017 Q4	$217K	Buy	+16,360	New	+$219K	0.05%	233

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Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management

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Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Element Wealth Ridgeland, Mississippi $241M AUM 16.79% 1-Year Est. Return