Summit Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History

Summit Wealth Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$379.5 - $416.78 $48.4 Million - $53.1 Million	127,442 New	127,442 $0
Q2 2022 Aug 10, 2022	SELL	$365.86 - $456.8 $327,444 - $408,836	-895 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$416.25 - $477.71 $372,543 - $427,550	895 New	895 $404,000
Q3 2021 Nov 12, 2021	SELL	$424.97 - $453.19 $114,316 - $121,908	-269 Closed	0 $0
Q2 2021 Nov 02, 2021	SELL	$400.61 - $428.06 $8,012 - $8,561	-20 Reduced 6.92%	269 $115,000
Q1 2021 May 11, 2021	BUY	$368.79 - $397.26 $106,580 - $114,808	289 New	289 $114,000

4,552

593M

285M

653M

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