Summit Financial Strategies, Inc. Schwab Fundamental U S Small C Transaction History

Summit Financial Strategies, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	N/A	-3,648 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	N/A	3,648 New	3,648 $203,000
Q1 2021 May 11, 2021	SELL	N/A	-5,123 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	N/A	5,123 New	5,123 $220,000
Q2 2020 Jul 31, 2020	SELL	N/A	-13,157 Closed	0 $0

Q1 2020 May 11, 2020	BUY	N/A	13,157 New	13,157 $340,000
Q1 2019 May 14, 2019	SELL	N/A	-8,922 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	8,922 New	8,922 $293,000

386

120M

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