Summit Place Financial Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History

Summit Place Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 05, 2021	SELL	$51.89 - $55.59 $271,644 - $291,013	-5,235 Closed	0 $0
Q2 2021 Jul 23, 2021	SELL	$52.43 - $55.65 $2,621 - $2,782	-50 Reduced 0.95%	5,235 $284,000
Q1 2021 May 07, 2021	SELL	$45.59 - $52.2 $62,686 - $71,775	-1,375 Reduced 20.65%	5,285 $275,000
Q4 2020 Jan 27, 2021	SELL	$39.16 - $47.08 $127,269 - $153,010	-3,250 Reduced 32.8%	6,660 $313,000
Q3 2020 Oct 28, 2020	SELL	$35.03 - $41.67 $4,028 - $4,792	-115 Reduced 1.15%	9,910 $398,000
Q2 2020 Jul 22, 2020	SELL	$28.82 - $39.59 $61,242 - $84,128	-2,125 Reduced 17.49%	10,025 $360,000
Q1 2020 Apr 22, 2020	BUY	$25.14 - $43.87 $305,451 - $533,020	12,150 New	12,150 $370,000

161

8.06M

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