Summit Asset Management, LLC Blackrock Ultra Short Term Bon Transaction History

Summit Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$49.95 - $50.17 $392,107 - $393,834	-7,850 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$50.36 - $50.49 $7,554 - $7,573	150 Added 1.95%	7,850 $396,000
Q4 2020 Feb 09, 2021	SELL	$50.51 - $50.57 $106,071 - $106,197	-2,100 Reduced 21.43%	7,700 $389,000
Q2 2020 Aug 07, 2020	BUY	$49.88 - $50.57 $69,832 - $70,798	1,400 Added 16.67%	9,800 $495,000
Q4 2019 Feb 07, 2020	BUY	$50.3 - $50.43 $145,870 - $146,247	2,900 Added 52.73%	8,400 $423,000
Q4 2018 Feb 07, 2019	BUY	$50.0 - $50.18 $275,000 - $275,990	5,500 New	5,500 $275,000

441

60.4M

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