Sowell Financial Services’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2021
Q2
Sell
2021
Q1
$10K Buy
2020
Q4
$7K Hold
2020
Q3
$6K Hold
2020
Q2
$6K Hold
2020
Q1
$5K Hold
2019
Q4
$6K Hold
2019
Q3
$5K Buy
2018
Q4
Sell
2018
Q3
$124M Buy