Summit Financial Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Summit Financial Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$69.28 - $105.06 $445,955 - $676,271	-6,437 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$89.66 - $101.3 $2,779 - $3,140	-31 Reduced 0.48%	6,437 $653,000
Q3 2019 Nov 05, 2019	BUY	$88.14 - $94.1 $15,160 - $16,185	172 Added 2.73%	6,468 $599,000
Q2 2019 Jul 16, 2019	BUY	$85.59 - $92.22 $538,874 - $580,617	6,296 New	6,296 $576,000

1,346

223M

22.7K

11.5K

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