SUMMIT FINANCIAL STRATEGIES, INC. – Bank of America Corporation Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$363,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-2.99%
quarter
Bank of America Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.05% | 125 shares | -7K | $30.2 | 12.01K |
| Q2 2022 | share | Increase | +4.82% | 547 shares | -98K | $31.13 | 11.88K |
| Q1 2022 | share | Decrease | -11.71% | -1.50K shares | -104K | $41.22 | 11.34K |
| Q4 2021 | share | Decrease | -3.72% | -497 shares | 6K | $44.53 | 12.84K |
| Q3 2021 | share | Increase | +0.07% | 10 shares | 16K | $42.25 | 13.34K |
| Q2 2021 | share | Increase | +4.47% | 570 shares | 56K | $40.83 | 13.33K |
| Q1 2021 | share | Decrease | -1.72% | -223 shares | 100K | $38.15 | 12.76K |
| Q4 2020 | share | 0.00% | 0 shares | 81K | $29.74 | 12.98K | |
| Q3 2020 | share | Increase | 0.00% | 12.98K shares | 313K | $23.49 | 12.98K |