Summit Global Investments Schwab Strategic Tr Us Small C Transaction History

Summit Global Investments

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$45.24 - $49.04 $859 - $931	19 Added 0.23%	8,420 $400,000
Q1 2024 Apr 29, 2024	SELL	$44.84 - $49.24 $3,093 - $3,397	-69 Reduced 0.81%	8,401 $414,000
Q4 2023 Feb 06, 2024	SELL	$38.13 - $48.02 $71,836 - $90,469	-1,884 Reduced 18.2%	8,470 $400,000
Q3 2023 Oct 13, 2023	BUY	$40.85 - $46.1 $8,333 - $9,404	204 Added 2.01%	10,354 $429,000
Q1 2023 May 04, 2023	SELL	$39.82 - $46.36 $557 - $649	-14 Reduced 0.14%	10,150 $426,000
Q4 2022 Jan 31, 2023	BUY	$38.25 - $43.54 $388,773 - $442,540	10,164 New	10,164 $412,000

1,135

233M

44.7K

32.4K

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