Summit Investment Advisory Services, LLC Wisdomtree Tr Us Quality Divid Transaction History

Summit Investment Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$69.56 - $76.3 $79,715 - $87,439	1,146 Added 10.73%	11,825 $901 Million
Q4 2023 Jan 18, 2024	BUY	$61.43 - $70.36 $404,823 - $463,672	6,590 Added 161.16%	10,679 $750 Million
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $2,465 - $2,671	-39 Reduced 0.94%	4,089 $260 Million
Q2 2023 Jul 26, 2023	SELL	$61.86 - $66.66 $51,900 - $55,927	-839 Reduced 16.89%	4,128 $275 Million
Q1 2023 Apr 17, 2023	BUY	$59.34 - $63.43 $3,026 - $3,234	51 Added 1.04%	4,967 $310 Million
Q4 2022 Feb 02, 2023	BUY	$54.71 - $63.51 $268,954 - $312,215	4,916 New	4,916 $297 Million

656

129M

6.1K

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