Summit Asset Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Summit Asset Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$23.85 - $23.95 $32,913 - $33,051	1,380 Added 16.24%	9,878 $236,000
Q4 2023 Feb 06, 2024	SELL	$23.75 - $23.91 $259,825 - $261,575	-10,940 Reduced 56.28%	8,498 $202,000
Q2 2023 Aug 07, 2023	BUY	$23.77 - $24.01 $42,619 - $43,049	1,793 Added 10.16%	19,438 $462,000
Q4 2022 Feb 13, 2023	BUY	$23.73 - $23.95 $418,715 - $422,597	17,645 New	17,645 $420,000

295

61.9M

Get notified when there are updates to the investment portfolio of Summit Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Summit Asset Management, LLC with notifications on news.