Summit Wealth & Retirement Planning, Inc. Vaneck ETF Tr China Bd ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$21.84 - $23.31 $1,747 - $1,864	-80 Reduced 0.42%	18,778 $412,000
Q2 2022 Aug 02, 2022	SELL	$22.82 - $24.59 $6,846 - $7,377	-300 Reduced 1.57%	18,858 $441,000
Q1 2022 May 12, 2022	SELL	$24.35 - $25.09 $19,187 - $19,770	-788 Reduced 3.95%	19,158 $472,000
Q4 2021 Feb 03, 2022	SELL	$24.25 - $24.78 $9,700 - $9,912	-400 Reduced 1.97%	19,946 $492,000
Q3 2021 Nov 12, 2021	SELL	$23.93 - $24.52 $122,617 - $125,640	-5,124 Reduced 20.12%	20,346 $496,000
Q2 2021 Aug 13, 2021	SELL	$23.64 - $24.64 $8,463 - $8,821	-358 Reduced 1.39%	25,470 $614,000
Q1 2021 May 10, 2021	BUY	$23.42 - $24.31 $604,891 - $627,878	25,828 New	25,828 $613,000

175K

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