Summit Wealth & Retirement Planning, Inc. Flexshares Tr Credit Scored Us Transaction History

Summit Wealth & Retirement Planning, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$46.26 - $47.97 $285,331 - $295,878	-6,168 Reduced 54.45%	5,159 $244,000
Q4 2022 Feb 09, 2023	SELL	$44.77 - $47.17 $4,790 - $5,047	-107 Reduced 0.94%	11,327 $525,000
Q3 2022 Nov 10, 2022	SELL	$45.35 - $48.59 $8,616 - $9,232	-190 Reduced 1.63%	11,434 $522,000
Q2 2022 Aug 02, 2022	SELL	$46.58 - $49.68 $25,619 - $27,324	-550 Reduced 4.52%	11,624 $551,000
Q1 2022 May 12, 2022	SELL	$49.43 - $52.62 $80,373 - $85,560	-1,626 Reduced 11.78%	12,174 $606,000
Q4 2021 Feb 03, 2022	SELL	$52.7 - $53.96 $113,146 - $115,852	-2,147 Reduced 13.46%	13,800 $728,000
Q3 2021 Nov 12, 2021	SELL	$53.87 - $54.47 $16,161 - $16,341	-300 Reduced 1.85%	15,947 $859,000
Q2 2021 Aug 13, 2021	SELL	$53.41 - $54.2 $98,434 - $99,890	-1,843 Reduced 10.19%	16,247 $880,000
Q1 2021 May 10, 2021	SELL	$53.37 - $54.83 $72,316 - $74,294	-1,355 Reduced 6.97%	18,090 $968,000
Q4 2020 Feb 09, 2021	BUY	$54.55 - $55.37 $228,346 - $231,778	4,186 Added 27.43%	19,445 $1.07 Million
Q3 2020 Nov 10, 2020	BUY	$54.5 - $55.3 $831,615 - $843,822	15,259 New	15,259 $836,000

7.97M

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