SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$10.93M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | -1.42% | -5.59K shares | -1.46M | $28.13 | 388.68K |
| Q2 2022 | share | Increase | +7.46% | 27.36K shares | -1.07M | $31.45 | 394.27K |
| Q1 2022 | share | Decrease | -1.08% | -3.98K shares | -944K | $36.72 | 366.90K |
| Q4 2021 | share | Increase | +10.89% | 36.41K shares | 1.47M | $38.93 | 370.89K |
| Q3 2021 | share | Increase | +6.61% | 20.73K shares | 567K | $38.7 | 334.47K |
| Q2 2021 | share | Decrease | -0.50% | -1.57K shares | 515K | $39.45 | 313.74K |
| Q1 2021 | share | Increase | +9.39% | 27.06K shares | 1.48M | $37.3 | 315.32K |
| Q4 2020 | share | Increase | +8.89% | 23.53K shares | 2.06M | $35.7 | 288.26K |
| Q3 2020 | share | Increase | +1.96% | 5.09K shares | 589K | $30.69 | 264.73K |
| Q2 2020 | share | Increase | +1.23% | 3.15K shares | 1.09M | $29.08 | 259.63K |
| Q1 2020 | share | Decrease | -30.01% | -109.97K shares | -5.69M | $25.05 | 256.48K |
| Q4 2019 | share | Decrease | -2.09% | -7.81K shares | 400K | $32.61 | 366.45K |
| Q3 2019 | share | Decrease | -0.67% | -2.50K shares | -167K | $30.22 | 374.26K |
| Q2 2019 | share | Decrease | -0.08% | -302 shares | 277K | $30.44 | 376.77K |
| Q1 2019 | share | Decrease | -2.34% | -9.02K shares | 868K | $29.46 | 377.07K |
| Q4 2018 | share | Increase | 0.00% | 386.10K shares | 10.94M | $26.67 | 386.10K |