Summit Financial Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Summit Financial Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 05, 2021	SELL	$49.35 - $54.02 $212,205 - $232,286	-4,300 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$50.96 - $55.14 $8,918 - $9,649	-175 Reduced 3.91%	4,300 $234,000
Q1 2021 Apr 23, 2021	BUY	$50.34 - $56.49 $225,271 - $252,792	4,475 New	4,475 $224,000
Q4 2020 Jan 11, 2021	SELL	$43.14 - $50.24 $198,659 - $231,355	-4,605 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$40.14 - $45.14 $11,439 - $12,864	-285 Reduced 5.83%	4,605 $204,000
Q2 2020 Jul 16, 2020	SELL	$32.36 - $40.59 $75,237 - $94,371	-2,325 Reduced 32.22%	4,890 $212,000
Q4 2019 Jan 28, 2020	BUY	$39.79 - $44.7 $287,084 - $322,510	7,215 New	7,215 $309,000
Q3 2019 Nov 05, 2019	SELL	$39.0 - $43.14 $185,835 - $205,562	-4,765 Closed	0 $0
Q2 2019 Jul 16, 2019	SELL	$39.79 - $44.01 $41,341 - $45,726	-1,039 Reduced 17.9%	4,765 $203,000
Q4 2018 Feb 01, 2019	BUY	$36.68 - $41.1 $212,890 - $238,544	5,804 New	5,804 $221,000

2,374

1.26B

2.66M

1.91M

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.