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

Summit Wealth & Retirement Planning, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 09, 2021	SELL	$24.08 - $29.73 $552,371 - $681,976	-22,939 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$24.68 - $26.95 $7,576 - $8,273	-307 Reduced 1.32%	22,939 $572,000
Q2 2020 Aug 13, 2020	BUY	$21.21 - $27.95 $106,559 - $140,420	5,024 Added 27.57%	23,246 $584,000
Q1 2020 May 11, 2020	SELL	$19.58 - $34.05 $19 - $34	-1 Reduced 0.01%	18,222 $412,000
Q4 2019 Feb 10, 2020	BUY	$29.79 - $33.61 $62,171 - $70,144	2,087 Added 12.93%	18,223 $612,000
Q3 2019 Nov 12, 2019	SELL	$30.41 - $31.26 $68,696 - $70,616	-2,259 Reduced 12.28%	16,136 $496,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,312 Added 7.68%	18,395 $565,000
Q1 2019 May 08, 2019	BUY	N/A	3,288 Added 23.83%	17,083 $527,000
Q4 2018 Feb 08, 2019	BUY	N/A	13,795 New	13,795 $396,000

462

82.3M

24.7K

23.3K

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