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

Summit Financial Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 16, 2020	SELL	$51.94 - $64.01 $220,848 - $272,170	-4,252 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$46.61 - $69.67 $265,630 - $397,049	-5,699 Reduced 57.27%	4,252 $237,000
Q4 2019 Jan 28, 2020	BUY	$62.68 - $65.67 $1,128 - $1,182	18 Added 0.18%	9,951 $669,000
Q3 2019 Nov 05, 2019	BUY	$61.12 - $64.69 $1,161 - $1,229	19 Added 0.19%	9,933 $633,000
Q2 2019 Jul 16, 2019	BUY	$58.77 - $62.47 $582,645 - $619,327	9,914 New	9,914 $612,000

1,283

200M

10.6K

27K

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