Summit Financial Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Summit Financial Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$24.51 - $28.87 $2.8 Million - $3.3 Million	-114,193 Reduced 24.8%	346,302 $8.63 Million
Q1 2022 May 06, 2022	BUY	$25.61 - $30.82 $302,812 - $364,415	11,824 Added 2.64%	460,495 $12.8 Million
Q4 2021 Jan 12, 2022	BUY	$28.68 - $31.96 $254,764 - $283,900	8,883 Added 2.02%	448,671 $13.3 Million
Q3 2021 Nov 05, 2021	SELL	$29.81 - $32.7 $198,892 - $218,174	-6,672 Reduced 1.49%	439,788 $13.4 Million
Q2 2021 Aug 09, 2021	BUY	$31.06 - $33.61 $13.9 Million - $15 Million	446,460 New	446,460 $14.7 Million

770

236M

13.7K

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