Summit Financial Strategies, Inc. Ishares Msci Acwi Ex Us ETF Transaction History

Summit Financial Strategies, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$47.82 - $50.2 $14,441 - $15,160	-302 Reduced 4.65%	6,198 $305,000
Q1 2023 Apr 21, 2023	SELL	$45.79 - $50.03 $14,881 - $16,259	-325 Reduced 4.76%	6,500 $317,000
Q1 2022 May 04, 2022	BUY	$48.26 - $56.7 $7,045 - $8,278	146 Added 2.19%	6,825 $357,000
Q4 2021 Feb 03, 2022	BUY	$53.94 - $57.92 $91,158 - $97,884	1,690 Added 33.87%	6,679 $371,000
Q2 2021 Aug 11, 2021	BUY	$55.79 - $59.14 $278,336 - $295,049	4,989 New	4,989 $287,000

486

65M

800

95.9K

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