SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$396,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.90% | 895 shares | 24K | $55.81 | 6.90K |
| Q2 2022 | share | Increase | +18.79% | 950 shares | -6K | $57.99 | 6.00K |
| Q1 2022 | share | Increase | +15.70% | 686 shares | 23K | $74.82 | 5.05K |
| Q4 2021 | share | Increase | +32.83% | 540 shares | 111K | $165.03 | 2.18K |
| Q3 2021 | share | 0.00% | 0 shares | 4K | $148.09 | 1.64K | |
| Q2 2021 | share | Decrease | -6.80% | -120 shares | 13K | $145.82 | 1.64K |
| Q1 2021 | share | Increase | 0.00% | 1.76K shares | 227K | $129.53 | 1.76K |