Sowell Financial Services LLC Fidelity Covington Tr Low Vola Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$44.27 - $47.15 $84,909 - $90,433	-1,918 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$41.53 - $44.1 $35,051 - $37,220	-844 Reduced 30.56%	1,918 $89,000
Q4 2020 Jan 13, 2021	SELL	$38.18 - $42.71 $1.25 Million - $1.4 Million	-32,747 Reduced 92.22%	2,762 $118,000
Q3 2020 Nov 12, 2020	SELL	$36.74 - $41.35 $219,007 - $246,487	-5,961 Reduced 14.37%	35,509 $1.41 Million
Q2 2020 Aug 13, 2020	SELL	$29.9 - $38.39 $1.03 Million - $1.32 Million	-34,485 Reduced 45.4%	41,470 $1.52 Million
Q1 2020 May 12, 2020	BUY	$26.66 - $40.84 $260,174 - $398,557	9,759 Added 14.74%	75,955 $2.37 Million
Q4 2019 Feb 07, 2020	BUY	$35.84 - $38.82 $1.78 Million - $1.93 Million	49,759 Added 302.73%	66,196 $2.56 Million
Q3 2019 Nov 14, 2019	BUY	$35.1 - $37.11 $357,949 - $378,447	10,198 Added 163.46%	16,437 $604,000
Q1 2019 May 15, 2019	BUY	$29.37 - $34.05 $183,239 - $212,437	6,239 New	6,239 $0

Others Institutions Holding FDLO

# of Institutions

122

Shares Held

6.17M

Call Options Held

0

Put Options Held

0

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
Industry ETFs

More about FDLO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.