Sowell Financial Services LLC Invesco Actively 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	$95.16 - $107.21 $58,523 - $65,934	-615 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$83.36 - $94.33 $1,917 - $2,169	-23 Reduced 3.61%	615 $61,000
Q3 2020 Nov 12, 2020	SELL	$77.74 - $85.51 $33,739 - $37,111	-434 Reduced 40.49%	638 $52,000
Q2 2020 Aug 13, 2020	SELL	$66.23 - $88.56 $144,712 - $193,503	-2,185 Reduced 67.09%	1,072 $86,000
Q1 2020 May 12, 2020	BUY	$58.79 - $103.07 $65,139 - $114,201	1,108 Added 51.56%	3,257 $234,000
Q4 2019 Feb 07, 2020	BUY	$92.6 - $98.07 $150,012 - $158,873	1,620 Added 306.24%	2,149 $205,000
Q3 2019 Nov 14, 2019	BUY	$89.74 - $96.82 $47,472 - $51,217	529 New	529 $51,000
Q4 2018 Mar 05, 2019	SELL	$73.52 - $84.59 $2.95 Million - $3.39 Million	-40,108 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$80.42 - $84.67 $3.23 Million - $3.4 Million	40,108 New	40,108 $2.07 Million

Others Institutions Holding PSR

# of Institutions

55

Shares Held

356K

Call Options Held

0

Put Options Held

0

About INVESCO ACTIVELY

Ticker PSR
Sector ETFs
Industry ETFs

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.