SUMMIT FINANCIAL STRATEGIES, INC. – Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$640,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.53% | -298 shares | -42K | $55.81 | 11.46K |
| Q2 2022 | share | Decrease | -3.69% | -451 shares | -232K | $57.99 | 11.76K |
| Q1 2022 | share | Increase | +13.56% | 1.45K shares | 34K | $74.82 | 12.21K |
| Q4 2021 | share | Increase | +2.42% | 127 shares | 103K | $165.03 | 5.37K |
| Q3 2021 | share | Increase | +0.02% | 1 shares | 11K | $148.09 | 5.25K |
| Q2 2021 | share | Decrease | -0.04% | -2 shares | 85K | $145.82 | 5.24K |
| Q1 2021 | share | 0.00% | 0 shares | 7K | $129.53 | 5.25K | |
| Q4 2020 | share | Increase | +0.02% | 1 shares | 69K | $128.03 | 5.25K |
| Q3 2020 | share | Increase | +0.02% | 1 shares | 72K | $114.67 | 5.25K |
| Q2 2020 | share | Increase | +0.02% | 1 shares | 115K | $100.94 | 5.24K |
| Q1 2020 | share | Increase | +0.71% | 37 shares | -66K | $79.05 | 5.24K |
| Q4 2019 | share | Increase | +0.04% | 2 shares | 46K | $92.01 | 5.21K |
| Q3 2019 | share | Increase | +0.06% | 3 shares | 5K | $83.02 | 5.20K |
| Q2 2019 | share | Increase | 0.00% | 5.20K shares | 433K | $82.02 | 5.20K |
| Q1 2019 | share | Decrease | -100.00% | -5.17K shares | -356K | $78.11 | 0 |
| Q4 2018 | share | Increase | 0.00% | 5.17K shares | 356K | $67.65 | 5.17K |