Sowell Financial Services LLC QUAL Holdings History
Sowell Financial Services LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Sowell Financial Services LLC held 164,758.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $30.12 Mil. This investment constitutes 1.23% of their stock portfolio, and Sowell Financial Services LLC now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Sowell Financial Services LLC has made 10 purchases of QUAL, at an average price of $116.40, for a total of 335,752.00 shares. In addition, there have been 10 sales at an average price of $139.09 for 170,994.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Sowell Financial Services LLC's estimated gain on his QUAL holdings is $15.37 Mil, reflecting a 39.33% gain to date.
Sowell Financial Services LLC QUAL ($186.15) Holding Chart
Sowell Financial Services LLC QUAL ($186.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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