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

Summit Financial Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 05, 2019	SELL	$35.28 - $36.01 $136,851 - $139,682	-3,879 Closed	0 $0
Q1 2019 May 01, 2019	SELL	N/A	-180 Reduced 4.43%	3,879 $266,000
Q4 2018 Feb 01, 2019	BUY	N/A	112 Added 2.84%	4,059 $242,000
Q3 2018 Oct 22, 2018	BUY	N/A	537 Added 15.75%	3,947 $258,000
Q1 2018 Apr 09, 2018	BUY	N/A	10 Added 0.29%	3,410 $215,000
Q1 2018 Apr 06, 2018	BUY	N/A	3,400 New	3,400 $214,000

1,352

349M

34.3K

1.2K

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