Summit Financial Wealth Advisors, LLC Victory Portfolios Ii Shs Inco Transaction History

Summit Financial Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 16, 2020	SELL	$40.86 - $51.05 $1.62 Million - $2.02 Million	-39,619 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$40.1 - $49.38 $435,806 - $536,661	-10,868 Reduced 21.53%	39,619 $1.71 Million
Q4 2019 Jan 28, 2020	BUY	$44.49 - $49.07 $22,600 - $24,927	508 Added 1.02%	50,487 $2.42 Million
Q3 2019 Nov 05, 2019	BUY	$45.91 - $46.65 $6,840 - $6,950	149 Added 0.3%	49,979 $2.29 Million
Q2 2019 Jul 16, 2019	BUY	N/A	49,830 New	49,830 $2.27 Million

109

8.86M

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.