SUMMIT WEALTH & RETIREMENT PLANNING, INC. – First Trust California Municipal High Income ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$263,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-3.21%
quarter
First Trust California Municipal High Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -9K | $46.82 | 5.62K | |
| Q2 2022 | share | Increase | +21.67% | 1.00K shares | 37K | $48.38 | 5.62K |
| Q1 2022 | share | Increase | 0.00% | 4.62K shares | 235K | $50.95 | 4.62K |