Summit Wealth & Retirement Planning, Inc. Spdr Bloomberg Short Term High Transaction History

Summit Wealth & Retirement Planning, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$24.16 - $25.15 $412,894 - $429,813	-17,090 Reduced 32.16%	36,046 $895,000
Q4 2022 Feb 09, 2023	BUY	$23.68 - $24.88 $1.26 Million - $1.32 Million	53,136 New	53,136 $1.29 Million
Q1 2020 May 11, 2020	SELL	$21.62 - $27.12 $162,150 - $203,400	-7,500 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-3,000 Reduced 28.57%	7,500 $204,000
Q4 2018 Feb 08, 2019	BUY	N/A	10,500 New	10,500 $273,000

375

133M

300

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