Summit Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Summit Asset Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 08, 2020	SELL	$50.33 - $56.09 $192,864 - $214,936	-3,832 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$53.15 - $53.86 $179,381 - $181,777	-3,375 Reduced 46.83%	3,832 $206,000
Q1 2019 May 07, 2019	SELL	N/A	-5,991 Reduced 45.39%	7,207 $374,000
Q4 2018 Feb 07, 2019	SELL	N/A	-184,438 Reduced 93.32%	13,198 $668,000
Q3 2018 Nov 06, 2018	SELL	N/A	-66,992 Reduced 25.32%	197,636 $9.93 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-5,338 Reduced 1.98%	264,628 $13.4 Million
Q1 2018 May 07, 2018	BUY	N/A	16,489 Added 6.51%	269,966 $13.8 Million
Q4 2017 Feb 06, 2018	BUY	N/A	9,143 Added 3.74%	253,477 $13.2 Million
Q3 2017 Nov 09, 2017	BUY	N/A	244,334	244,334 $12.8 Million

625

107M

100

1.8K

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