SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
212,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.13%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -48.89% | -5.85K shares | -211K | 6.11K | |
| Q2 2022 | share | Increase | +23.93% | 2.31K shares | 57K | 11.96K | |
| Q1 2022 | share | 0.00% | 0 shares | -12K | 9.65K | ||
| Q4 2021 | share | Increase | 0.00% | 9.65K shares | 378K | 9.65K |