Summit Place Financial Advisors, LLC Ishares 10+ Year Investment Gr Transaction History

Summit Place Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$51.89 - $61.91 $355,446 - $424,083	-6,850 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$59.3 - $68.52 $26,685 - $30,834	-450 Reduced 6.16%	6,850 $421,000
Q4 2021 Jan 25, 2022	SELL	$68.27 - $71.53 $10,240 - $10,729	-150 Reduced 2.01%	7,300 $508,000
Q3 2021 Nov 05, 2021	BUY	$69.28 - $72.07 $58,888 - $61,259	850 Added 12.88%	7,450 $516,000
Q2 2021 Jul 23, 2021	SELL	$66.4 - $70.33 $167,660 - $177,583	-2,525 Reduced 27.67%	6,600 $463,000

Q1 2021 May 07, 2021	BUY	$65.43 - $72.48 $597,048 - $661,380	9,125 New	9,125 $608,000

191

33M

57.3K

44.2K

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