SUMMIT WEALTH & RETIREMENT PLANNING, INC. – abrdn Physical Precious Metals Basket Shares ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$8.51M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-4.92%
quarter
abrdn Physical Precious Metals Basket Shares ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 171 shares | -426K | $81.13 | 104.96K |
| Q2 2022 | share | Increase | +4.44% | 4.45K shares | -699K | $85.33 | 104.79K |
| Q1 2022 | share | Decrease | -1.26% | -1.28K shares | 550K | $96.08 | 100.34K |
| Q4 2021 | share | Increase | +12.09% | 10.96K shares | 1.25M | $89.26 | 101.62K |
| Q3 2021 | share | Increase | +8.96% | 7.45K shares | -187K | $86.46 | 90.66K |
| Q2 2021 | share | Increase | +0.23% | 192 shares | 332K | $96.45 | 83.20K |
| Q1 2021 | share | Increase | +13.82% | 10.07K shares | 476K | $92.67 | 83.01K |
| Q4 2020 | share | Increase | +0.36% | 258 shares | 389K | $98.95 | 72.93K |
| Q3 2020 | share | Increase | +0.08% | 58 shares | 762K | $93.96 | 72.67K |
| Q2 2020 | share | Increase | +2.24% | 1.59K shares | 732K | $83.53 | 72.61K |
| Q1 2020 | share | Decrease | -8.88% | -6.92K shares | -621K | $75.1 | 71.02K |
| Q4 2019 | share | Increase | +1.11% | 858 shares | 360K | $76.4 | 77.94K |
| Q3 2019 | share | Increase | +5.76% | 4.19K shares | 633K | $72.58 | 77.08K |
| Q2 2019 | share | Increase | +97.65% | 36.01K shares | 2.61M | $68.08 | 72.89K |
| Q1 2019 | share | Increase | 0.00% | 36.87K shares | 2.34M | $63.68 | 36.87K |