SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
0
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-11.26%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -405.52K shares | -7.92M | 0 | |
| Q2 2022 | share | Increase | +9.19% | 34.13K shares | -867K | 405.52K | |
| Q1 2022 | share | Increase | +0.03% | 116 shares | -525K | 371.39K | |
| Q4 2021 | share | Increase | +8.71% | 29.73K shares | 1.05M | 371.27K | |
| Q3 2021 | share | Increase | +5.96% | 19.22K shares | 384K | 341.53K | |
| Q2 2021 | share | Increase | +0.57% | 1.84K shares | 590K | 322.31K | |
| Q1 2021 | share | Increase | +23.07% | 60.07K shares | 1.08M | 320.47K | |
| Q4 2020 | share | Increase | +9.34% | 22.23K shares | 910K | 260.4K | |
| Q3 2020 | share | Increase | 0.00% | 238.16K shares | 5.28M | 238.16K |