Sowell Financial Services LLC Invesco S&P 500 Equal Weight T Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$262.16 - $291.02 $393,502 - $436,821	-1,501 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$250.01 - $272.65 $521,020 - $568,202	-2,084 Reduced 58.13%	1,501 $411,000
Q4 2020 Jan 13, 2021	BUY	$206.84 - $253.55 $255,654 - $313,387	1,236 Added 52.62%	3,585 $909,000
Q3 2020 Nov 12, 2020	BUY	$198.0 - $224.59 $438,372 - $497,242	2,214 Added 1640.0%	2,349 $495,000
Q2 2020 Aug 13, 2020	BUY	$151.58 - $208.58 $1,212 - $1,668	8 Added 6.3%	135 $27,000
Q1 2020 May 12, 2020	BUY	$139.82 - $212.0 $419 - $636	3 Added 2.42%	127 $20,000
Q4 2019 Feb 07, 2020	BUY	$172.8 - $198.89 $518 - $596	3 Added 2.48%	124 $24,000
Q3 2019 Nov 14, 2019	BUY	$169.42 - $188.04 $20,499 - $22,752	121 New	121 $22,000

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