SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
310,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-1.34%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.98% | 100 shares | 0 | 10.31K | |
| Q2 2022 | share | Increase | 0.00% | 10.21K shares | 310K | 10.21K |