SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Focus Financial Partners Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$1.07M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-7.49%
quarter
Focus Financial Partners Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -120K | $31.51 | 31.38K | |
| Q2 2022 | share | Increase | +0.74% | 230 shares | -233K | $34.06 | 31.38K |
| Q1 2022 | share | 0.00% | 0 shares | -442K | $45.74 | 31.15K | |
| Q4 2021 | share | Decrease | -2.35% | -750 shares | 196K | $59.92 | 31.15K |
| Q3 2021 | share | Decrease | -9.24% | -3.25K shares | -34K | $52.37 | 31.90K |
| Q2 2021 | share | Decrease | -19.93% | -8.75K shares | -205K | $48.5 | 35.15K |
| Q1 2021 | share | Decrease | -9.51% | -4.61K shares | 319K | $41.62 | 43.90K |
| Q4 2020 | share | Increase | +1.04% | 500 shares | -244K | $43.5 | 48.52K |
| Q3 2020 | share | Decrease | -7.24% | -3.75K shares | 23K | $32.79 | 48.02K |
| Q2 2020 | share | Decrease | -6.75% | -3.74K shares | 732K | $33.05 | 51.77K |
| Q1 2020 | share | Decrease | -14.55% | -9.45K shares | -733K | $23.01 | 55.51K |
| Q4 2019 | share | Decrease | -14.16% | -10.72K shares | 96K | $29.47 | 64.96K |
| Q3 2019 | share | Increase | +5.92% | 4.22K shares | -235K | $23.8 | 75.68K |
| Q2 2019 | share | Decrease | -12.97% | -10.65K shares | -986K | $27.31 | 71.46K |
| Q1 2019 | share | Increase | 0.00% | 82.11K shares | 2.93M | $35.64 | 82.11K |