SUMMIT FINANCIAL STRATEGIES, INC. – VictoryShares Nasdaq Next 50 ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$293,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -51.72% | -1.17K shares | -343K | $267.26 | 1.09K |
Q2 2022 | share | Increase | +75.54% | 976 shares | 168K | $280.28 | 2.26K |
Q1 2022 | share | Decrease | -9.78% | -140 shares | -102K | $362.54 | 1.29K |
Q4 2021 | share | Increase | +4.91% | 67 shares | 81K | $400.35 | 1.43K |
Q3 2021 | share | Increase | +2.40% | 32 shares | 17K | $357.96 | 1.36K |
Q2 2021 | share | Decrease | -2.27% | -31 shares | 37K | $354.03 | 1.33K |
Q1 2021 | share | Increase | 0.00% | 1.36K shares | 435K | $318.4 | 1.36K |
Q4 2020 | share | Decrease | -100.00% | -1.36K shares | -379K | $312.64 | 0 |
Q3 2020 | share | 0.00% | 0 shares | 41K | $276.36 | 1.36K | |
Q2 2020 | share | Decrease | -6.83% | -100 shares | 59K | $245.93 | 1.36K |
Q1 2020 | share | Increase | +7.96% | 108 shares | -9K | $188.79 | 1.46K |
Q4 2019 | share | 0.00% | 0 shares | 32K | $210.36 | 1.35K | |
Q3 2019 | share | Decrease | -10.32% | -156 shares | -26K | $186.41 | 1.35K |
Q2 2019 | share | Decrease | -1.24% | -19 shares | 7K | $184 | 1.51K |
Q1 2019 | share | Decrease | -8.81% | -148 shares | 16K | $176.63 | 1.53K |
Q4 2018 | share | Increase | +9.67% | 148 shares | -25K | $151.38 | 1.67K |
Q3 2018 | share | 0.00% | 0 shares | 21K | $181.79 | 1.53K | |
Q2 2018 | share | Increase | 0.00% | 1.53K shares | 263K | $167.66 | 1.53K |