Summit Financial Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Summit Financial Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$49.47 - $50.82 $297,562 - $305,682	-6,015 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$50.83 - $51.21 $1,016 - $1,024	20 Added 0.33%	6,015 $306,000
Q3 2021 Nov 05, 2021	SELL	$51.18 - $51.3 $562 - $564	-11 Reduced 0.18%	5,995 $307,000
Q2 2021 Aug 09, 2021	BUY	$51.19 - $51.33 $35,423 - $35,520	692 Added 13.02%	6,006 $308,000
Q1 2021 Apr 23, 2021	SELL	$51.27 - $51.41 $14,714 - $14,754	-287 Reduced 5.12%	5,314 $273,000
Q4 2020 Jan 11, 2021	BUY	$51.37 - $51.48 $12,893 - $12,921	251 Added 4.69%	5,601 $288,000
Q3 2020 Nov 09, 2020	SELL	$51.49 - $51.63 $126,407 - $126,751	-2,455 Reduced 31.45%	5,350 $275,000
Q2 2020 Jul 16, 2020	BUY	$51.53 - $51.71 $59,156 - $59,363	1,148 Added 17.25%	7,805 $403,000
Q1 2020 Apr 29, 2020	SELL	$50.48 - $51.73 $76,830 - $78,733	-1,522 Reduced 18.61%	6,657 $344,000
Q4 2019 Jan 28, 2020	BUY	$50.38 - $50.71 $4,030 - $4,056	80 Added 0.99%	8,179 $415,000
Q3 2019 Nov 05, 2019	BUY	$50.39 - $50.59 $81,077 - $81,399	1,609 Added 24.79%	8,099 $409,000
Q2 2019 Jul 16, 2019	BUY	N/A	50 Added 0.78%	6,490 $328,000
Q1 2019 May 01, 2019	BUY	N/A	187 Added 2.99%	6,440 $322,000
Q4 2018 Feb 01, 2019	BUY	N/A	6,253 New	6,253 $312,000

607

168M

42K

33.9K

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