SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Home Bancorp, Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$887,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+14.24%
quarter
Home Bancorp, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 95K | $38.99 | 21.14K | |
| Q2 2022 | share | 0.00% | 0 shares | -71K | $34.13 | 21.14K | |
| Q1 2022 | share | Increase | +3.04% | 623 shares | -11K | $40.79 | 21.14K |
| Q4 2021 | share | 0.00% | 0 shares | 80K | $41.54 | 20.52K | |
| Q3 2021 | share | Increase | +30.11% | 4.75K shares | 193K | $38.48 | 20.52K |
| Q2 2021 | share | Decrease | -5.50% | -918 shares | 134K | $37.67 | 15.77K |
| Q1 2021 | share | Increase | +3.73% | 601 shares | 78K | $35.43 | 16.69K |
| Q4 2020 | share | Decrease | -3.60% | -601 shares | -49K | $27.31 | 16.09K |
| Q3 2020 | share | Decrease | -1.86% | -317 shares | 13K | $23.37 | 16.69K |
| Q2 2020 | share | 0.00% | 0 shares | -17K | $25.65 | 17.01K | |
| Q1 2020 | share | Decrease | -0.82% | -140 shares | -196K | $23.21 | 17.01K |
| Q4 2019 | share | Decrease | -4.19% | -750 shares | -52K | $37.02 | 17.15K |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $36.62 | 17.9K | |
| Q2 2019 | share | 0.00% | 0 shares | 67K | $35.93 | 17.9K | |
| Q1 2019 | share | 0.00% | 0 shares | -12K | $30.87 | 17.9K | |
| Q4 2018 | share | Decrease | -7.73% | -1.5K shares | -162K | $32.68 | 17.9K |
| Q3 2018 | share | Increase | +39.15% | 5.45K shares | 194K | $39.94 | 19.4K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $42.58 | 13.94K | |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $39.34 | 13.94K | |
| Q4 2017 | share | Decrease | -15.20% | -2.5K shares | -85K | $39.24 | 13.94K |
| Q3 2017 | share | 0.00% | 0 shares | -11K | $37.84 | 16.44K | |
| Q2 2017 | share | 0.00% | 0 shares | 144K | $38.33 | 16.44K | |
| Q1 2017 | share | Decrease | -25.07% | -5.50K shares | -292K | $30.31 | 16.44K |
| Q4 2016 | share | Decrease | -39.71% | -14.45K shares | -172K | $34.55 | 21.94K |
| Q3 2016 | share | Decrease | -9.90% | -4K shares | -91K | $24.95 | 36.39K |
| Q2 2016 | share | Increase | 0.00% | 40.39K shares | 1.11M | $24.39 | 40.39K |