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Sowell Financial Services LLC → PNI
Sowell Financial Services LLC PNI Position History
PIMCO New York Municipal Income Fund II • Financial Services
Quarters held
4
Latest value
$144K
Q3 2026
Peak value
$288K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $161K |
| Q2 2026 | $167K |
| Q3 2026 | $288K |
| Q3 2026 | $144K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $144K | 23.5K | — | — |
| Q3 2026 | $288K | 47.0K | — | — |
| Q2 2026 | $167K | 23.5K | — | — |
| Q1 2026 | $161K | 23.5K | — | — |