Summit Wealth & Retirement Planning, Inc. Flexshares Tr Real Assets Allo Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 10, 2020	SELL	$25.69 - $27.72 $945,828 - $1.02 Million	-36,817 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$21.92 - $27.89 $30,205 - $38,432	1,378 Added 3.89%	36,817 $948,000
Q1 2020 May 11, 2020	BUY	$20.03 - $31.55 $52,278 - $82,345	2,610 Added 7.95%	35,439 $822,000
Q4 2019 Feb 10, 2020	BUY	$29.29 - $30.72 $121,612 - $127,549	4,152 Added 14.48%	32,829 $1 Million
Q3 2019 Nov 12, 2019	BUY	$29.68 - $30.04 $56,718 - $57,406	1,911 Added 7.14%	28,677 $855,000
Q2 2019 Aug 06, 2019	SELL	N/A	-787 Reduced 2.86%	26,766 $785,000
Q1 2019 May 08, 2019	BUY	N/A	1,191 Added 4.52%	27,553 $798,000
Q4 2018 Feb 08, 2019	BUY	N/A	26,362 New	26,362 $667,000

125K

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