Summit Wealth & Retirement Planning, Inc. Ishares Tr Core Moderate Alloc Transaction History

Summit Wealth & Retirement Planning, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$38.3 - $43.06 $1.37 Million - $1.54 Million	-35,828 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$41.74 - $45.45 $1.49 Million - $1.62 Million	-35,589 Reduced 49.83%	35,828 $1.54 Million
Q4 2021 Feb 03, 2022	SELL	$44.53 - $46.0 $1.31 Million - $1.35 Million	-29,447 Reduced 29.19%	71,417 $3.25 Million
Q3 2021 Nov 12, 2021	SELL	$44.74 - $45.93 $4.77 Million - $4.9 Million	-106,696 Reduced 51.4%	100,864 $4.51 Million
Q2 2021 Aug 13, 2021	BUY	$43.8 - $45.14 $53,567 - $55,206	1,223 Added 0.59%	207,560 $9.35 Million
Q1 2021 May 10, 2021	BUY	$42.87 - $44.08 $1.39 Million - $1.43 Million	32,339 Added 18.59%	206,337 $8.99 Million
Q4 2020 Feb 09, 2021	SELL	$40.42 - $43.32 $5,254 - $5,631	-130 Reduced 0.07%	173,998 $7.52 Million
Q3 2020 Nov 10, 2020	BUY	$39.91 - $42.11 $113,823 - $120,097	2,852 Added 1.67%	174,128 $7.15 Million
Q2 2020 Aug 13, 2020	BUY	$35.99 - $40.49 $264,022 - $297,034	7,336 Added 4.47%	171,276 $6.83 Million
Q1 2020 May 11, 2020	BUY	$34.02 - $40.94 $170,202 - $204,822	5,003 Added 3.15%	163,940 $6.02 Million
Q4 2019 Feb 10, 2020	BUY	$38.71 - $40.3 $6.15 Million - $6.41 Million	158,937 New	158,937 $6.38 Million

251

11.3M

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