SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Dow Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$232,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-14.88%
quarter
Dow Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.26% | -438 shares | -41K | $43.93 | 4.86K |
| Q2 2022 | share | Decrease | -5.07% | -283 shares | -83K | $51.61 | 5.30K |
| Q1 2022 | share | Increase | +4.69% | 250 shares | 44K | $63.72 | 5.58K |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $56.78 | 5.33K | |
| Q3 2021 | share | Decrease | -0.84% | -45 shares | -33K | $56.86 | 5.33K |
| Q2 2021 | share | Increase | 0.00% | 5.38K shares | 340K | $61.83 | 5.38K |
| Q3 2019 | share | Decrease | -100.00% | -96.26K shares | -4.74M | $42.24 | 0 |
| Q2 2019 | share | Increase | +352.22% | 74.97K shares | 3.53M | $43 | 96.26K |
| Q1 2019 | share | Increase | 0.00% | 21.28K shares | 1.21M | $44.38 | 21.28K |