Summit Wealth & Retirement Planning, Inc. Ishares U S ETF Tr Int Rate He Transaction History

Summit Wealth & Retirement Planning, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 11, 2020	SELL	$67.94 - $89.89 $686,261 - $907,978	-10,101 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$86.75 - $89.86 $13,012 - $13,479	-150 Reduced 1.46%	10,101 $905,000
Q2 2019 Aug 06, 2019	SELL	$86.78 - $90.39 $124,963 - $130,161	-1,440 Reduced 12.32%	10,251 $909,000
Q4 2018 Feb 08, 2019	BUY	$84.42 - $92.71 $986,954 - $1.08 Million	11,691 New	11,691 $991,000

1.86M

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