Summit Financial Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Summit Financial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	BUY	$86.2 - $103.37 $236,188 - $283,233	2,740 New	2,740 $255,000
Q1 2022 May 06, 2022	SELL	$97.08 - $107.22 $265,999 - $293,782	-2,740 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$99.12 - $110.76 $271,588 - $303,482	2,740 New	2,740 $294,000
Q2 2021 Aug 09, 2021	SELL	$99.12 - $110.44 $271,588 - $302,605	-2,740 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$80.37 - $107.94 $220,213 - $295,755	2,740 New	2,740 $223,000
Q3 2017 Nov 06, 2017	SELL	N/A	-1,640 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,640	1,640 $229,000

850

40.9M

20K

11.6K

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