Summit Place Financial Advisors, LLC Financial Sector Spdr Transaction History

Summit Place Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$33.17 - $35.6 $277,135 - $297,438	8,355 Added 15.12%	63,596 $2.11 Million
Q2 2023 Aug 04, 2023	BUY	$31.55 - $33.71 $386,203 - $412,644	12,241 Added 28.47%	55,241 $1.86 Million
Q1 2023 Apr 28, 2023	BUY	$30.98 - $37.0 $1.33 Million - $1.59 Million	43,000 New	43,000 $1.38 Million
Q2 2022 Aug 04, 2022	BUY	$30.84 - $38.22 $82,497 - $102,238	2,675 Added 7.24%	39,600 $1.25 Million
Q1 2022 May 04, 2022	BUY	$35.66 - $41.42 $1.32 Million - $1.53 Million	36,925 New	36,925 $1.42 Million
Q2 2020 Jul 22, 2020	SELL	$19.55 - $26.74 $208,207 - $284,781	-10,650 Closed	0 $0
Q1 2020 Apr 22, 2020	SELL	$17.66 - $31.17 $801,905 - $1.42 Million	-45,408 Reduced 81.0%	10,650 $222,000
Q4 2019 Feb 07, 2020	BUY	$26.78 - $30.94 $1.5 Million - $1.73 Million	56,058 New	56,058 $1.73 Million

1,840

696M

161M

320M

Get notified when there are updates to the investment portfolio of Summit Place Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Place Financial Advisors, LLC with notifications on news.