Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021

SELL
N/A
-13,202 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
N/A
13,202 New
13,202 $116,000
Q2 2020

Aug 13, 2020

SELL
N/A
-12,363 Closed
0 $0
Q1 2020

May 15, 2020

BUY
N/A
12,363 New
12,363 $98,000
Q2 2018

Aug 10, 2018

SELL
N/A
-86,335 Closed
0 $0
Q1 2018

May 22, 2018

SELL
N/A
-1,088,535 Reduced 92.65%
86,335 $1.18 Million
Q1 2018

May 21, 2018

BUY
N/A
1,099,242 Added 1453.49%
1,174,870 $1.18 Million
Q4 2017

Feb 14, 2018

BUY
N/A
75,628
75,628 $1.3 Million
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail 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 Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.