SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Catalyst Bancorp, Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$350,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.35%
quarter
Catalyst Bancorp, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $12.4 | 26.8K | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $13.53 | 26.8K | |
| Q1 2022 | share | Increase | 0.00% | 26.8K shares | 366K | $13.64 | 26.8K |