Summit Financial Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Financial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 01, 2019	SELL	$111.35 - $114.52 $352,088 - $362,112	-3,162 Closed	0 $0
Q3 2018 Oct 22, 2018	SELL	$114.24 - $116.27 $21,934 - $22,323	-192 Reduced 5.72%	3,162 $357,000
Q1 2018 Apr 09, 2018	BUY	$115.72 - $120.97 $388,124 - $405,733	3,354 New	3,354 $394,000
Q1 2018 Apr 06, 2018	SELL	$115.72 - $120.97 $351,557 - $367,506	-3,038 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$119.89 - $121.79 $95,192 - $96,701	794 Added 35.38%	3,038 $369,000
Q3 2017 Nov 06, 2017	BUY	$120.62 - $121.61 $28,345 - $28,578	235 Added 11.7%	2,244 $272,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,009	2,009 $242,000

1,183

247M

39.5M

38.7M

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