Summit Wealth & Retirement Planning, Inc. Closed Holding Positions

Summit Wealth & Retirement Planning, Inc.

Stock	Closed Quarter	Shares Sold	Price Range
HRB H&R Block Inc Consumer Cyclical	Q3 2019 Filed on Nov 12, 2019	8,000	$23.33 - $29.12 $187K - $233K
WDC Western Digital Corp Technology	Q3 2019 Filed on Nov 12, 2019	8,334	$47.94 - $64.7 $400K - $539K
UNIT Uniti Group Inc. Real Estate	Q3 2019 Filed on Nov 12, 2019	12,072	$7.22 - $9.51 $87.2K - $115K
ZTO Zto Express (Cayman) Inc. Industrials	Q3 2019 Filed on Nov 12, 2019	22,015	$18.24 - $22.17 $402K - $488K
CL Colgate Palmolive CO Consumer Defensive	Q2 2019 Filed on Aug 06, 2019	4,161	$67.55 - $73.99 $281K - $308K
Dowdupont Inc	Q2 2019 Filed on Aug 06, 2019	15,895	N/A
Spdr Series Trust	Q2 2019 Filed on Aug 06, 2019	11,038	N/A
LRCX Lam Research Corp Technology	Q2 2019 Filed on Aug 06, 2019	2,276	$172.43 - $207.78 $392K - $473K
ELV Elevance Health, Inc. Healthcare	Q2 2019 Filed on Aug 06, 2019	1,825	$236.25 - $293.76 $431K - $536K
ANET Arista Networks, Inc. Technology	Q2 2019 Filed on Aug 06, 2019	1,491	$59.02 - $82.14 $88K - $122K
PM Philip Morris International Inc. Consumer Defensive	Q2 2019 Filed on Aug 06, 2019	2,734	$76.65 - $88.2 $210K - $241K
MDLZ Mondelez International, Inc. Consumer Defensive	Q2 2019 Filed on Aug 06, 2019	7,216	$49.61 - $55.48 $358K - $400K
HON Honeywell International Inc Industrials	Q2 2019 Filed on Aug 06, 2019	1,365	$159.97 - $176.29 $218K - $241K
NIO Nio Inc. Consumer Cyclical	Q1 2019 Filed on May 08, 2019	103,672	$4.96 - $10.16 $514K - $1.05M

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