SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$0
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -401.57K shares | -12.89M | $28.13 | 0 |
| Q2 2022 | share | Decrease | -14.27% | -66.83K shares | -4.30M | $31.45 | 401.57K |
| Q1 2022 | share | Increase | +411.17% | 376.77K shares | 13.59M | $36.72 | 468.41K |
| Q4 2021 | share | Increase | +21.14% | 15.99K shares | 675K | $38.93 | 91.63K |
| Q3 2021 | share | Increase | +7.05% | 4.98K shares | 139K | $38.7 | 75.64K |
| Q2 2021 | share | Increase | +14.26% | 8.81K shares | 561K | $39.45 | 70.66K |
| Q1 2021 | share | Decrease | -3.69% | -2.37K shares | 211K | $37.3 | 61.84K |
| Q4 2020 | share | Decrease | -0.83% | -537 shares | 27K | $35.7 | 64.21K |
| Q3 2020 | share | Increase | +1.46% | 930 shares | 46K | $30.69 | 64.75K |
| Q2 2020 | share | Increase | +4.42% | 2.7K shares | 357K | $29.08 | 63.82K |
| Q1 2020 | share | Increase | +53.35% | 21.26K shares | 270K | $25.05 | 61.12K |
| Q4 2019 | share | Increase | +14.91% | 5.17K shares | 205K | $32.61 | 39.85K |
| Q3 2019 | share | Decrease | -10.89% | -4.23K shares | -138K | $30.22 | 34.68K |
| Q2 2019 | share | Increase | +21.00% | 6.75K shares | 221K | $30.44 | 38.92K |
| Q1 2019 | share | Increase | +3.36% | 1.04K shares | 146K | $29.46 | 32.16K |
| Q4 2018 | share | Increase | +20.60% | 5.31K shares | 72K | $26.67 | 31.12K |
| Q3 2018 | share | Increase | +24.13% | 5.01K shares | 109K | $30.64 | 25.80K |
| Q2 2018 | share | Decrease | -0.31% | -65 shares | -2K | $30.2 | 20.79K |
| Q1 2018 | share | Increase | +215.03% | 14.23K shares | 477K | $30.81 | 20.85K |
| Q4 2017 | share | Increase | 0.00% | 6.62K shares | 226K | $31.13 | 6.62K |