Summit Wealth & Retirement Planning, Inc. Ishares Russell 3000 ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$240.32 - $256.01 $616,180 - $656,409	-2,564 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$191.94 - $223.55 $357,584 - $416,473	-1,863 Reduced 42.08%	2,564 $573,000
Q3 2020 Nov 10, 2020	SELL	$180.98 - $208.68 $72,753 - $83,889	-402 Reduced 8.32%	4,427 $866,000
Q2 2020 Aug 13, 2020	SELL	$141.33 - $188.81 $13,285 - $17,748	-94 Reduced 1.91%	4,829 $869,000
Q1 2020 May 11, 2020	SELL	$128.35 - $198.13 $31,445 - $48,541	-245 Reduced 4.74%	4,923 $730,000
Q4 2019 Feb 10, 2020	SELL	$168.6 - $189.08 $36,923 - $41,408	-219 Reduced 4.07%	5,168 $974,000
Q2 2019 Aug 06, 2019	BUY	N/A	28 Added 0.52%	5,387 $929,000
Q1 2019 May 08, 2019	BUY	N/A	20 Added 0.37%	5,359 $893,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,339 New	5,339 $784,000

851

26.8M

19.5K

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