SUMMIT FINANCIAL STRATEGIES, INC. – Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$6.48M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -74.08% | -658.68K shares | -21.48M | $28.13 | 230.42K |
| Q2 2022 | share | Decrease | -2.56% | -23.33K shares | -5.54M | $31.45 | 889.11K |
| Q1 2022 | share | Increase | +5.06% | 43.93K shares | -254K | $36.72 | 912.44K |
| Q4 2021 | share | Increase | +2.62% | 22.17K shares | 1.00M | $38.93 | 868.51K |
| Q3 2021 | share | Increase | +5.72% | 45.81K shares | 1.17M | $38.7 | 846.33K |
| Q2 2021 | share | Increase | +34.55% | 205.55K shares | 9.33M | $39.45 | 800.52K |
| Q1 2021 | share | Increase | +22.37% | 108.75K shares | 4.74M | $37.3 | 594.96K |
| Q4 2020 | share | Increase | +3.62% | 16.96K shares | 2.77M | $35.7 | 486.21K |
| Q3 2020 | share | Increase | +1.63% | 7.53K shares | 998K | $30.69 | 469.24K |
| Q2 2020 | share | Increase | +1.39% | 6.34K shares | 1.96M | $29.08 | 461.70K |
| Q1 2020 | share | Increase | +8.93% | 37.32K shares | -2.29M | $25.05 | 455.36K |
| Q4 2019 | share | Increase | +0.51% | 2.14K shares | 808K | $32.61 | 418.04K |
| Q3 2019 | share | Increase | +2.76% | 11.15K shares | 263K | $30.22 | 415.9K |
| Q2 2019 | share | Increase | +3.11% | 12.19K shares | 697K | $30.44 | 404.74K |
| Q1 2019 | share | Increase | +9.45% | 33.89K shares | 2.12M | $29.46 | 392.54K |
| Q4 2018 | share | Increase | +2.07% | 7.27K shares | -1.61M | $26.67 | 358.65K |
| Q3 2018 | share | Increase | +6.42% | 21.20K shares | 870K | $30.64 | 351.37K |
| Q2 2018 | share | Increase | +8.13% | 24.83K shares | 619K | $30.2 | 330.16K |
| Q1 2018 | share | Increase | +2.67% | 7.92K shares | 160K | $30.81 | 305.33K |
| Q4 2017 | share | Increase | +3.99% | 11.41K shares | 561K | $31.13 | 297.40K |
| Q3 2017 | share | Increase | +0.75% | 2.11K shares | 551K | $29.88 | 285.99K |
| Q2 2017 | share | Increase | +3.40% | 9.33K shares | 821K | $28.37 | 283.87K |
| Q1 2017 | share | Increase | +4.31% | 11.34K shares | 915K | $26.67 | 274.54K |
| Q4 2016 | share | Increase | +5.11% | 12.80K shares | 76K | $24.71 | 263.2K |
| Q3 2016 | share | Increase | +8.25% | 19.07K shares | 938K | $25.05 | 250.39K |
| Q2 2016 | share | Increase | +8.28% | 17.68K shares | 479K | $23.59 | 231.31K |
| Q1 2016 | share | Increase | +26.28% | 44.45K shares | 1.12M | $23.59 | 213.63K |