Summit Wealth & Retirement Planning, Inc. E TRADE FINANCIAL CORP Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 10, 2020
SELL
N/A
-8,635 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-1,250 Reduced 12.65%
8,635 $429,000
Q1 2020

May 11, 2020
SELL
N/A
-275 Reduced 2.71%
9,885 $339,000
Q4 2019

Feb 10, 2020
SELL
N/A
-320 Reduced 3.05%
10,160 $461,000
Q3 2019

Nov 12, 2019
SELL
N/A
-25 Reduced 0.24%
10,480 $458,000
Q2 2019

Aug 06, 2019
SELL
N/A
-1,300 Reduced 11.01%
10,505 $469,000
Q4 2018

Feb 08, 2019
BUY
N/A
11,805 New
11,805 $518,000
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