Summit Wealth & Retirement Planning, Inc. FIAT CHRYSLER AUTOMOBILES N Transaction History

Summit Wealth & Retirement Planning, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 09, 2021	SELL	N/A	-29,071 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	N/A	-4,200 Reduced 12.62%	29,071 $355,000
Q2 2020 Aug 13, 2020	SELL	N/A	-2,200 Reduced 6.2%	33,271 $341,000
Q1 2020 May 11, 2020	BUY	N/A	4,249 Added 13.61%	35,471 $255,000
Q4 2019 Feb 10, 2020	SELL	N/A	-200 Reduced 0.64%	31,222 $459,000
Q3 2019 Nov 12, 2019	SELL	N/A	-875 Reduced 2.71%	31,422 $407,000
Q2 2019 Aug 06, 2019	SELL	N/A	-4,060 Reduced 11.17%	32,297 $446,000
Q4 2018 Feb 08, 2019	BUY	N/A	36,357 New	36,357 $526,000

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.