SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$28.76M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | +5.57% | 27.19K shares | 453K | $55.81 | 515.42K |
| Q2 2022 | share | Increase | +5.24% | 24.32K shares | -6.39M | $57.99 | 488.23K |
| Q1 2022 | share | Increase | +4.17% | 18.57K shares | -1.75M | $74.82 | 463.91K |
| Q4 2021 | share | Increase | +1.95% | 4.26K shares | 4.11M | $165.03 | 222.66K |
| Q3 2021 | share | Increase | +4.06% | 8.52K shares | 1.71M | $148.09 | 218.40K |
| Q2 2021 | share | Decrease | -1.32% | -2.8K shares | 3.03M | $145.82 | 209.87K |
| Q1 2021 | share | Increase | +4.48% | 9.11K shares | 1.46M | $129.53 | 212.67K |
| Q4 2020 | share | Decrease | -4.91% | -10.52K shares | 1.48M | $128.03 | 203.56K |
| Q3 2020 | share | Decrease | -1.86% | -4.05K shares | 2.50M | $114.67 | 214.08K |
| Q2 2020 | share | Decrease | -2.84% | -6.38K shares | 4.26M | $100.94 | 218.14K |
| Q1 2020 | share | Decrease | -3.42% | -7.94K shares | -3.71M | $79.05 | 224.52K |
| Q4 2019 | share | Decrease | -0.08% | -178 shares | 2.05M | $92.01 | 232.46K |
| Q3 2019 | share | Increase | +1.54% | 3.53K shares | 480K | $83.02 | 232.64K |
| Q2 2019 | share | Increase | 0.00% | 9 shares | 602K | $82.02 | 229.11K |
| Q1 2019 | share | Increase | +37.21% | 62.13K shares | 6.95M | $78.11 | 229.10K |
| Q4 2018 | share | Increase | 0.00% | 166.96K shares | 11.50M | $67.65 | 166.96K |