Summit Financial Wealth Advisors, LLC Ishares Tr Transaction History

Summit Financial Wealth Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 12, 2023	SELL	$108.5 - $119.27 $39,494 - $43,414	-364 Reduced 1.93%	18,538 $2.1 Million
Q4 2022 Jan 17, 2023	BUY	$107.39 - $125.5 $2.03 Million - $2.37 Million	18,902 New	18,902 $0
Q2 2019 Jul 16, 2019	SELL	N/A	-2,542 Closed	0 $0
Q3 2018 Oct 22, 2018	BUY	N/A	18 Added 0.71%	2,542 $244,000
Q1 2018 Apr 09, 2018	BUY	N/A	2,524 New	2,524 $240,000
Q1 2018 Apr 06, 2018	SELL	N/A	-2,438 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	N/A	-1,280 Reduced 34.43%	2,438 $240,000
Q3 2017 Nov 06, 2017	SELL	N/A	-195 Reduced 4.98%	3,718 $348,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,913	3,913 $361,000

1,360

70.5M

1.1M

383K

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