Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 05, 2021

SELL
N/A
-72,677 Closed
0 $0
Q2 2021

Jul 23, 2021

BUY
N/A
827 Added 1.15%
72,677 $978,000
Q1 2021

May 07, 2021

SELL
N/A
-44,550 Reduced 38.27%
71,850 $943,000
Q4 2020

Jan 27, 2021

SELL
N/A
-48,600 Reduced 29.45%
116,400 $1.26 Million
Q3 2020

Oct 28, 2020

SELL
N/A
-28,806 Reduced 14.86%
165,000 $1.03 Million
Q2 2020

Jul 22, 2020

BUY
N/A
3,806 Added 2.0%
193,806 $1.32 Million
Q1 2020

Apr 22, 2020

BUY
N/A
46,300 Added 32.22%
190,000 $1.51 Million
Q4 2019

Feb 07, 2020

BUY
N/A
143,700 New
143,700 $1.6 Million
Track This Portfolio

Track Summit Place Financial Advisors, LLC Portfolio

Follow Summit Place Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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