Summit Wealth & Retirement Planning, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Summit Wealth & Retirement Planning, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$81.04 - $83.06 $9.62 Million - $9.86 Million	118,729 Added 2517.58%	123,445 $10 Million
Q2 2022 Aug 02, 2022	SELL	$81.97 - $83.48 $9,262 - $9,433	-113 Reduced 2.34%	4,716 $390,000
Q1 2022 May 12, 2022	SELL	$83.25 - $85.49 $54,029 - $55,483	-649 Reduced 11.85%	4,829 $403,000
Q4 2021 Feb 03, 2022	BUY	$85.5 - $86.18 $40,869 - $41,194	478 Added 9.56%	5,478 $469,000
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $3,874 - $3,883	-45 Reduced 0.89%	5,000 $431,000
Q2 2021 Aug 13, 2021	BUY	$86.11 - $86.32 $9,213 - $9,236	107 Added 2.17%	5,045 $435,000
Q1 2021 May 10, 2021	BUY	$86.21 - $86.4 $84,227 - $84,412	977 Added 24.67%	4,938 $426,000
Q4 2020 Feb 09, 2021	BUY	$86.32 - $86.46 $15,969 - $15,995	185 Added 4.9%	3,961 $342,000
Q3 2020 Nov 10, 2020	BUY	$86.46 - $86.63 $11,845 - $11,868	137 Added 3.76%	3,776 $327,000
Q2 2020 Aug 13, 2020	SELL	$86.48 - $86.8 $73,162 - $73,432	-846 Reduced 18.86%	3,639 $315,000
Q1 2020 May 11, 2020	BUY	$84.67 - $86.69 $423 - $433	5 Added 0.11%	4,485 $389,000
Q4 2019 Feb 10, 2020	BUY	$84.51 - $85.05 $67,269 - $67,699	796 Added 21.61%	4,480 $379,000
Q3 2019 Nov 12, 2019	BUY	$84.4 - $85.1 $17,133 - $17,275	203 Added 5.83%	3,684 $312,000
Q2 2019 Aug 06, 2019	BUY	$83.84 - $84.81 $291,847 - $295,223	3,481 New	3,481 $295,000

1,206

232M

362K

186K

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