Summit Wealth & Retirement Planning, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 10, 2020	SELL	$51.99 - $58.83 $7.25 Million - $8.2 Million	-139,465 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$39.01 - $57.03 $145,975 - $213,406	-3,742 Reduced 2.61%	139,465 $7.34 Million
Q1 2020 May 11, 2020	SELL	$35.83 - $62.24 $855,369 - $1.49 Million	-23,873 Reduced 14.29%	143,207 $6.04 Million
Q4 2019 Feb 10, 2020	BUY	$54.56 - $60.24 $125,106 - $138,130	2,293 Added 1.39%	167,080 $10.1 Million
Q3 2019 Nov 12, 2019	BUY	$56.23 - $57.59 $218,847 - $224,140	3,892 Added 2.42%	164,787 $9.32 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-827 Reduced 0.51%	160,895 $9.19 Million
Q1 2019 May 08, 2019	SELL	N/A	-404 Reduced 0.25%	161,722 $8.96 Million
Q4 2018 Feb 08, 2019	BUY	N/A	162,126 New	162,126 $7.77 Million

950

108M

8.1K

3.6K

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