Summit Wealth & Retirement Planning, Inc. Spdr Bloomberg Short Term Inte Transaction History

Summit Wealth & Retirement Planning, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	BUY	$26.68 - $29.05 $277,925 - $302,613	10,417 Added 11.12%	104,120 $2.81 Million
Q1 2022 May 12, 2022	SELL	$28.87 - $30.56 $897,741 - $950,293	-31,096 Reduced 24.92%	93,703 $2.73 Million
Q4 2021 Feb 03, 2022	BUY	$30.22 - $31.19 $349,766 - $360,993	11,574 Added 10.22%	124,799 $3.79 Million
Q3 2021 Nov 12, 2021	BUY	$30.98 - $31.84 $296,137 - $304,358	9,559 Added 9.22%	113,225 $3.52 Million
Q2 2021 Aug 13, 2021	BUY	$31.56 - $32.52 $91,429 - $94,210	2,897 Added 2.87%	103,666 $3.29 Million
Q1 2021 May 10, 2021	BUY	$31.5 - $33.03 $530,176 - $555,927	16,831 Added 20.05%	100,769 $3.17 Million
Q4 2020 Feb 09, 2021	BUY	$31.43 - $32.85 $62,922 - $65,765	2,002 Added 2.44%	83,938 $2.76 Million
Q3 2020 Nov 10, 2020	BUY	$30.51 - $31.78 $59,982 - $62,479	1,966 Added 2.46%	81,936 $2.57 Million
Q2 2020 Aug 13, 2020	BUY	$29.1 - $30.86 $205,504 - $217,933	7,062 Added 9.69%	79,970 $2.44 Million
Q1 2020 May 11, 2020	BUY	$28.64 - $31.03 $6,587 - $7,136	230 Added 0.32%	72,908 $2.16 Million
Q4 2019 Feb 10, 2020	BUY	$30.33 - $30.87 $2.2 Million - $2.24 Million	72,678 New	72,678 $2.24 Million

3.8M

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