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

136

8.09M

117K

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

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