Sowell Financial Services LLC Ishares Morningstar Value ETF Transaction History

Sowell Financial Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$64.84 - $70.54 $1.51 Million - $1.64 Million	-23,313 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$64.05 - $69.73 $182,862 - $199,079	2,855 Added 13.96%	23,313 $1.62 Million
Q3 2021 Nov 04, 2021	BUY	$63.06 - $66.8 $447,032 - $473,545	7,089 Added 53.03%	20,458 $1.3 Million
Q2 2021 Aug 05, 2021	BUY	$61.94 - $65.62 $360,243 - $381,645	5,816 Added 77.0%	13,369 $863,000
Q1 2021 May 07, 2021	BUY	$55.47 - $61.79 $418,964 - $466,699	7,553 New	7,553 $491,000

133

8.18M

117K

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