Summit Place Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Summit Place Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	BUY	$128.39 - $156.16 $180,773 - $219,873	1,408 New	1,408 $210,000
Q2 2022 Aug 04, 2022	SELL	$134.63 - $189.39 $43,754 - $61,551	-325 Reduced 13.32%	2,115 $291,000
Q1 2022 May 04, 2022	SELL	$163.19 - $210.31 $277,423 - $357,527	-1,700 Reduced 41.06%	2,440 $451,000
Q4 2021 Jan 25, 2022	SELL	$179.37 - $211.42 $105,828 - $124,737	-590 Reduced 12.47%	4,140 $846,000
Q3 2021 Nov 05, 2021	SELL	$175.93 - $185.89 $114,354 - $120,828	-650 Reduced 12.08%	4,730 $849,000
Q2 2021 Jul 23, 2021	BUY	$166.65 - $179.87 $24,164 - $26,081	145 Added 2.77%	5,380 $961,000
Q1 2021 May 07, 2021	SELL	$155.83 - $173.21 $233,745 - $259,815	-1,500 Reduced 22.27%	5,235 $880,000
Q4 2020 Jan 27, 2021	SELL	$142.97 - $160.78 $275,217 - $309,501	-1,925 Reduced 22.23%	6,735 $1.08 Million
Q3 2020 Oct 28, 2020	BUY	$129.0 - $153.76 $1.12 Million - $1.33 Million	8,660 New	8,660 $1.27 Million

1,297

76.8M

7.35M

18M

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.