Summit Place Financial Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Summit Place Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$47.65 - $62.2 $73,857 - $96,410	-1,550 Reduced 26.63%	4,270 $215,000
Q1 2022 May 04, 2022	SELL	$55.84 - $65.41 $40,484 - $47,422	-725 Reduced 11.08%	5,820 $355,000
Q4 2021 Jan 25, 2022	SELL	$61.58 - $66.32 $31,405 - $33,823	-510 Reduced 7.23%	6,545 $431,000
Q3 2021 Nov 05, 2021	BUY	$60.41 - $67.15 $351,888 - $391,148	5,825 Added 473.58%	7,055 $443,000
Q2 2021 Jul 23, 2021	BUY	$55.06 - $60.62 $275 - $303	5 Added 0.41%	1,230 $444,000
Q1 2021 May 07, 2021	SELL	$52.97 - $58.45 $59,591 - $65,756	-1,125 Reduced 47.87%	1,225 $405,000
Q4 2020 Jan 27, 2021	SELL	$49.24 - $54.55 $32,252 - $35,730	-655 Reduced 21.8%	2,350 $769,000
Q3 2020 Oct 28, 2020	BUY	$44.27 - $51.59 $133,031 - $155,027	3,005 New	3,005 $900,000

620

36.8M

311K

1.15M

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