SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
14.36M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-2.71%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.13% | 580 shares | -190K | 461.34K | |
| Q2 2022 | share | Decrease | -0.14% | -659 shares | -1.13M | 460.76K | |
| Q1 2022 | share | Increase | 0.00% | 461.42K shares | 15.69M | 461.42K |