Summit Financial Wealth Advisors, LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Summit Financial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 16, 2020	SELL	$19.61 - $21.9 $201,983 - $225,569	-10,300 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$17.17 - $22.91 $14,594 - $19,473	-850 Reduced 7.62%	10,300 $210,000
Q4 2019 Jan 28, 2020	SELL	$22.36 - $22.87 $89,440 - $91,480	-4,000 Reduced 26.4%	11,150 $252,000
Q3 2019 Nov 05, 2019	SELL	$22.54 - $22.82 $47,334 - $47,922	-2,100 Reduced 12.17%	15,150 $339,000
Q1 2019 May 01, 2019	SELL	$21.84 - $22.84 $21,840 - $22,840	-1,000 Reduced 5.48%	17,250 $392,000
Q4 2018 Feb 01, 2019	SELL	$21.59 - $23.21 $28,067 - $30,173	-1,300 Reduced 6.65%	18,250 $397,000
Q3 2018 Oct 22, 2018	BUY	$22.92 - $23.19 $448,086 - $453,364	19,550 New	19,550 $452,000

520

282M

65.1K

1.31M

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