Summit Wealth & Retirement Planning, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 10, 2020	SELL	N/A	-51,745 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	N/A	4,806 Added 10.24%	51,745 $1.82 Million
Q1 2020 May 11, 2020	BUY	N/A	7,469 Added 18.92%	46,939 $1.54 Million
Q4 2019 Feb 10, 2020	BUY	N/A	24 Added 0.06%	39,470 $1.81 Million
Q3 2019 Nov 12, 2019	BUY	N/A	96 Added 0.24%	39,446 $1.86 Million

Q2 2019 Aug 06, 2019	BUY	N/A	122 Added 0.31%	39,350 $1.75 Million
Q1 2019 May 08, 2019	SELL	N/A	-5,789 Reduced 12.86%	39,228 $1.74 Million
Q4 2018 Feb 08, 2019	BUY	N/A	45,017 New	45,017 $1.73 Million

504

248M

36K

1.6K

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