Summit Financial Strategies, Inc. Schwab Fundamental U S Small C Transaction History

Summit Financial Strategies, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	$50.55 - $56.5 $184,406 - $206,112	-3,648 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$52.31 - $57.77 $190,826 - $210,744	3,648 New	3,648 $203,000
Q1 2021 May 11, 2021	SELL	$42.36 - $53.44 $217,010 - $273,773	-5,123 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$33.5 - $43.02 $171,620 - $220,391	5,123 New	5,123 $220,000
Q2 2020 Jul 31, 2020	SELL	$23.69 - $35.9 $311,689 - $472,336	-13,157 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$22.56 - $40.75 $296,821 - $536,147	13,157 New	13,157 $340,000
Q1 2019 May 14, 2019	SELL	N/A	-8,922 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	8,922 New	8,922 $293,000

428

122M

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