Summit Wealth & Retirement Planning, Inc. Vaneck ETF Tr J.P. Morgan Em L Transaction History

Summit Wealth & Retirement Planning, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$24.14 - $25.51 $33,482 - $35,382	-1,387 Reduced 11.3%	10,890 $274,000
Q2 2022 Aug 02, 2022	SELL	$24.21 - $27.02 $20,626 - $23,021	-852 Reduced 6.49%	12,277 $301,000
Q1 2022 May 12, 2022	SELL	$25.9 - $29.13 $25,330 - $28,489	-978 Reduced 6.93%	13,129 $354,000
Q4 2021 Feb 03, 2022	SELL	$28.27 - $30.05 $1.26 Million - $1.34 Million	-44,513 Reduced 75.93%	14,107 $403,000
Q3 2021 Nov 12, 2021	SELL	$29.91 - $31.29 $196,418 - $205,481	-6,567 Reduced 10.07%	58,620 $1.76 Million
Q2 2021 Aug 13, 2021	SELL	$30.66 - $32.17 $79,440 - $83,352	-2,591 Reduced 3.82%	65,187 $2.05 Million
Q1 2021 May 10, 2021	BUY	$30.43 - $33.36 $508,241 - $557,178	16,702 Added 32.7%	67,778 $2.08 Million
Q4 2020 Feb 09, 2021	SELL	$30.59 - $33.49 $685,797 - $750,812	-22,419 Reduced 30.5%	51,076 $1.7 Million
Q3 2020 Nov 10, 2020	BUY	$30.53 - $31.89 $339,646 - $354,776	11,125 Added 17.84%	73,495 $2.27 Million
Q2 2020 Aug 13, 2020	BUY	$27.27 - $31.66 $108,834 - $126,355	3,991 Added 6.84%	62,370 $1.92 Million
Q1 2020 May 11, 2020	BUY	$26.65 - $34.07 $86,612 - $110,727	3,250 Added 5.9%	58,379 $1.66 Million
Q4 2019 Feb 10, 2020	BUY	$32.78 - $34.11 $185,239 - $192,755	5,651 Added 11.42%	55,129 $1.88 Million
Q3 2019 Nov 12, 2019	BUY	$32.99 - $33.46 $616,088 - $624,865	18,675 Added 60.63%	49,478 $1.63 Million
Q2 2019 Aug 06, 2019	BUY	N/A	30,803 New	30,803 $1.07 Million

257

87.6M

33.5K

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