Summit Financial Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Summit Financial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 01, 2019	SELL	N/A	-16,519 Closed	0 $0
Q3 2018 Oct 22, 2018	BUY	N/A	2,002 Added 13.79%	16,519 $624,000
Q1 2018 Apr 09, 2018	BUY	N/A	14,517 New	14,517 $528,000
Q1 2018 Apr 06, 2018	SELL	N/A	-13,024 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	5,242 Added 67.36%	13,024 $488,000
Q3 2017 Nov 06, 2017	BUY	N/A	950 Added 13.91%	7,782 $274,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,832	6,832 $231,000

593

193M

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