Summit Wealth & Retirement Planning, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Summit Wealth & Retirement Planning, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$23.96 - $26.61 $18,569 - $20,622	-775 Reduced 2.27%	33,325 $1.6 Million
Q2 2022 Aug 02, 2022	SELL	$24.46 - $27.54 $57,481 - $64,719	-2,350 Reduced 6.45%	34,100 $1.75 Million
Q1 2022 May 12, 2022	BUY	$27.51 - $30.04 $6,574 - $7,179	239 Added 0.66%	36,450 $2.01 Million
Q4 2021 Feb 03, 2022	SELL	$29.68 - $30.1 $57,430 - $58,243	-1,935 Reduced 5.07%	36,211 $2.18 Million
Q3 2021 Nov 12, 2021	SELL	$29.98 - $30.58 $110,416 - $112,626	-3,683 Reduced 8.8%	38,146 $2.29 Million
Q2 2021 Aug 13, 2021	SELL	$29.57 - $30.41 $83,091 - $85,452	-2,810 Reduced 6.29%	41,829 $2.54 Million
Q1 2021 May 10, 2021	BUY	$29.35 - $30.12 $142,494 - $146,232	4,855 Added 12.2%	44,639 $2.65 Million
Q4 2020 Feb 09, 2021	BUY	$28.28 - $29.5 $56,673 - $59,118	2,004 Added 5.3%	39,784 $2.35 Million
Q3 2020 Nov 10, 2020	BUY	$28.09 - $28.75 $16,320 - $16,703	581 Added 1.56%	37,780 $2.15 Million
Q2 2020 Aug 13, 2020	SELL	$26.11 - $28.18 $21,357 - $23,051	-818 Reduced 2.15%	37,199 $2.1 Million
Q1 2020 May 11, 2020	BUY	$21.48 - $30.58 $53,184 - $75,716	2,476 Added 6.97%	38,017 $2.08 Million
Q4 2019 Feb 10, 2020	BUY	$29.33 - $29.7 $425,109 - $430,471	14,494 Added 68.86%	35,541 $2.1 Million
Q3 2019 Nov 12, 2019	BUY	$29.33 - $29.71 $10,294 - $10,428	351 Added 1.7%	21,047 $1.25 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-3,052 Reduced 12.85%	20,696 $1.21 Million
Q1 2019 May 08, 2019	BUY	N/A	2,648 Added 12.55%	23,748 $1.37 Million
Q4 2018 Feb 08, 2019	BUY	N/A	21,100 New	21,100 $1.18 Million

381

72.5M

400

8.9K

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