Summit Wealth & Retirement Planning, Inc. Flexshares Tr Iboxx 3 Yr Targe Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 10, 2020	SELL	$25.27 - $25.93 $3.35 Million - $3.43 Million	-132,468 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$24.47 - $25.29 $69,592 - $71,924	2,844 Added 2.19%	132,468 $3.35 Million
Q1 2020 May 11, 2020	SELL	$23.56 - $25.23 $80,268 - $85,958	-3,407 Reduced 2.56%	129,624 $3.19 Million
Q4 2019 Feb 10, 2020	SELL	$24.48 - $24.71 $18,213 - $18,384	-744 Reduced 0.56%	133,031 $3.29 Million
Q3 2019 Nov 12, 2019	BUY	$24.48 - $24.76 $128,887 - $130,361	5,265 Added 4.1%	133,775 $3.29 Million

Q2 2019 Aug 06, 2019	BUY	$24.28 - $24.73 $71,553 - $72,879	2,947 Added 2.35%	128,510 $3.17 Million
Q1 2019 May 08, 2019	BUY	$23.84 - $24.35 $284,196 - $290,276	11,921 Added 10.49%	125,563 $3.05 Million
Q4 2018 Feb 08, 2019	BUY	$23.71 - $23.95 $2.69 Million - $2.72 Million	113,642 New	113,642 $2.71 Million

104

72.6M

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