SUMMIT TRAIL ADVISORS, LLC – Transaction History
SUMMIT TRAIL ADVISORS, LLC portfolio value:
526,000
portfolio value
SUMMIT TRAIL ADVISORS, LLC quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.11% | -80 shares | 43K | 2.49K | |
| Q2 2022 | share | Increase | +8.74% | 207 shares | -213K | 2.57K | |
| Q1 2022 | share | Increase | +3.36% | 77 shares | -178K | 2.36K | |
| Q4 2021 | share | Increase | +4.04% | 89 shares | 12K | 2.29K | |
| Q3 2021 | share | Increase | +1.52% | 33 shares | 305K | 2.20K | |
| Q2 2021 | share | Increase | +0.23% | 5 shares | 101K | 2.17K | |
| Q1 2021 | share | 0.00% | 0 shares | -50K | 2.16K | ||
| Q4 2020 | share | Decrease | -12.84% | -319 shares | 27K | 2.16K | |
| Q3 2020 | share | Increase | +4.81% | 114 shares | 52K | 2.48K | |
| Q2 2020 | share | Increase | 0.00% | 2.37K shares | 427K | 2.37K |