Summit Wealth & Retirement Planning, Inc. Ishares 0 5 Year High Yield CO Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$40.65 - $42.2 $59,308 - $61,569	-1,459 Reduced 12.61%	10,112 $421,000
Q4 2022 Feb 09, 2023	SELL	$39.79 - $41.87 $1.74 Million - $1.83 Million	-43,757 Reduced 79.09%	11,571 $473,000
Q3 2022 Nov 10, 2022	SELL	$39.82 - $42.66 $14,534 - $15,570	-365 Reduced 0.66%	55,328 $2.21 Million
Q2 2022 Aug 02, 2022	SELL	$40.27 - $44.02 $30,524 - $33,367	-758 Reduced 1.34%	55,693 $2.26 Million
Q1 2022 May 12, 2022	SELL	$43.01 - $45.26 $53,762 - $56,575	-1,250 Reduced 2.17%	56,451 $2.48 Million
Q4 2021 Feb 03, 2022	SELL	$44.73 - $45.64 $143,225 - $146,139	-3,202 Reduced 5.26%	57,701 $2.61 Million
Q3 2021 Nov 12, 2021	SELL	$45.45 - $46.0 $164,983 - $166,980	-3,630 Reduced 5.63%	60,903 $2.78 Million
Q2 2021 Aug 13, 2021	BUY	$45.56 - $46.09 $848,236 - $858,103	18,618 Added 40.55%	64,533 $2.97 Million
Q1 2021 May 10, 2021	BUY	$45.28 - $45.81 $1.11 Million - $1.13 Million	24,620 Added 115.61%	45,915 $2.1 Million
Q4 2020 Feb 09, 2021	BUY	$43.72 - $45.44 $71,307 - $74,112	1,631 Added 8.29%	21,295 $968,000
Q3 2020 Nov 10, 2020	BUY	$42.81 - $44.47 $841,815 - $874,458	19,664 New	19,664 $864,000
Q1 2020 May 11, 2020	SELL	$37.54 - $46.72 $1.26 Million - $1.57 Million	-33,548 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$45.84 - $46.53 $83,749 - $85,010	1,827 Added 5.76%	33,548 $1.56 Million
Q3 2019 Nov 12, 2019	SELL	$45.9 - $46.68 $6,058 - $6,161	-132 Reduced 0.41%	31,721 $1.48 Million
Q2 2019 Aug 06, 2019	SELL	$45.76 - $46.86 $390,607 - $399,996	-8,536 Reduced 21.13%	31,853 $1.49 Million
Q1 2019 May 08, 2019	BUY	$44.49 - $46.71 $4,271 - $4,484	96 Added 0.24%	40,389 $1.89 Million
Q4 2018 Feb 08, 2019	BUY	$43.9 - $46.94 $1.77 Million - $1.89 Million	40,293 New	40,293 $1.8 Million

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558

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126M

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