SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
1.46M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+0.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.67% | -6.45K shares | -205K | 44.47K | |
| Q2 2022 | share | Increase | +411.03% | 40.96K shares | 1.32M | 50.92K | |
| Q1 2022 | share | 0.00% | 0 shares | -8K | 9.96K | ||
| Q4 2021 | share | Increase | 0.00% | 9.96K shares | 353K | 9.96K |