SFS
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Sowell Financial Services’s WEX WEX Stock Holding History

Sowell Financial Services’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,172
Closed -$630K – 2731
2021
Q1 		$630K Sell
3,172
-95
-3% -$20K 0.02% 560
2020
Q4 		$665K Sell
3,267
-128
-4% -$21.5K 0.03% 439
2020
Q3 		$472K Sell
3,395
-844
-20% -$132K 0.02% 482
2020
Q2 		$699K Sell
4,239
-328
-7% -$45K 0.04% 363
2020
Q1 		$477K Buy
4,567
+2,484
+119% +$464K 0.04% 409
2019
Q4 		$436K Buy
2,083
+164
+9% +$32.9K 0.03% 488
2019
Q3 		$388K Buy
+1,919
New +$397K 0.03% 473
2019
Q1 		$392K Hold
2,044
– – 0.04% 393
2018
Q4 		$286K Hold
2,044
– – 0.04% 397
2018
Q3 		$410K Buy
+2,044
New +$392K 0.06% 229

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