Summit Wealth & Retirement Planning, Inc. Flexshares Cr Scored Us Long C Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$43.74 - $52.47 $280,285 - $336,227	-6,408 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$49.82 - $58.17 $8,917 - $10,412	-179 Reduced 2.72%	6,408 $334,000
Q4 2021 Feb 03, 2022	SELL	$58.76 - $61.75 $17,628 - $18,525	-300 Reduced 4.36%	6,587 $389,000
Q3 2021 Nov 12, 2021	BUY	$59.87 - $62.3 $5,987 - $6,230	100 Added 1.47%	6,887 $412,000
Q2 2021 Aug 13, 2021	SELL	$57.21 - $60.78 $37,815 - $40,175	-661 Reduced 8.87%	6,787 $412,000
Q1 2021 May 10, 2021	BUY	$56.12 - $62.34 $3,647 - $4,052	65 Added 0.88%	7,448 $428,000
Q4 2020 Feb 09, 2021	BUY	$61.69 - $65.37 $184,884 - $195,913	2,997 Added 68.33%	7,383 $464,000
Q3 2020 Nov 10, 2020	BUY	$62.03 - $65.85 $272,063 - $288,818	4,386 New	4,386 $273,000

342K

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.