Sowell Financial Services’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-337
| Closed | -$29K | – | 2743 |
|
|
2021
Q1 | $29K | Sell |
337
-160
| -32% | -$13.8K | ﹤0.01% | 1896 |
|
|
2020
Q4 | $46K | Sell |
497
-2
| -0.4% | -$185 | ﹤0.01% | 1433 |
|
|
2020
Q3 | $28K | Buy |
499
+139
| +39% | +$7.8K | ﹤0.01% | 1415 |
|
|
2020
Q2 | $19K | Buy |
360
+14
| +4% | +$739 | ﹤0.01% | 1485 |
|
|
2020
Q1 | $11K | Buy |
346
+96
| +38% | +$3.05K | ﹤0.01% | 1593 |
|
|
2019
Q4 | $11K | Sell |
250
-6
| -2% | -$264 | ﹤0.01% | 1667 |
|
|
2019
Q3 | $11K | Buy |
+256
| New | +$11K | ﹤0.01% | 1513 |
|