SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
703,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-2.55%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +26.81% | 4.84K shares | 140K | 22.89K | |
| Q2 2022 | share | Increase | +46.07% | 5.69K shares | 144K | 18.05K | |
| Q1 2022 | share | Decrease | -97.23% | -433.99K shares | -14.4M | 12.36K | |
| Q4 2021 | share | Increase | +0.18% | 803 shares | 662K | 446.35K | |
| Q3 2021 | share | Decrease | -0.46% | -2.07K shares | -18K | 445.55K | |
| Q2 2021 | share | Increase | 0.00% | 447.63K shares | 14.17M | 447.63K |