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

Summit Wealth & Retirement Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 11, 2020	SELL	$68.63 - $88.43 $605,179 - $779,775	-8,818 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$86.04 - $88.21 $17,035 - $17,465	198 Added 2.3%	8,818 $775,000
Q3 2019 Nov 12, 2019	SELL	$85.49 - $87.52 $18,294 - $18,729	-214 Reduced 2.42%	8,620 $751,000
Q2 2019 Aug 06, 2019	SELL	$84.65 - $87.61 $222,290 - $230,063	-2,626 Reduced 22.91%	8,834 $770,000
Q1 2019 May 08, 2019	SELL	$80.99 - $86.47 $570,412 - $609,008	-7,043 Reduced 38.06%	11,460 $991,000
Q4 2018 Feb 08, 2019	BUY	$79.63 - $86.3 $1.47 Million - $1.6 Million	18,503 New	18,503 $1.5 Million

1,079

235M

97.2M

326M

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