Summit Financial Wealth Advisors, LLC Shell PLC Transaction History

Summit Financial Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$20.14 - $55.75 $91,596 - $253,551	-4,548 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$50.81 - $54.48 $5,081 - $5,448	-100 Reduced 2.15%	4,548 $255,000
Q3 2019 Nov 05, 2019	BUY	$49.47 - $57.87 $4,947 - $5,787	100 Added 2.2%	4,648 $269,000
Q2 2019 Jul 16, 2019	BUY	$54.29 - $58.43 $10,260 - $11,043	189 Added 4.34%	4,548 $296,000
Q1 2019 May 01, 2019	BUY	$50.37 - $56.25 $3,576 - $3,993	71 Added 1.66%	4,359 $278,000
Q3 2018 Oct 22, 2018	BUY	$52.67 - $59.49 $225,848 - $255,093	4,288 New	4,288 $280,000

15.3K

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