SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Victory Capital Holdings, Inc. Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$387,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-3.28%
quarter
Victory Capital Holdings, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $23.31 | 16.61K | |
| Q2 2022 | share | Decrease | -0.48% | -80 shares | -82K | $24.1 | 16.61K |
| Q1 2022 | share | Decrease | -3.92% | -681 shares | -153K | $28.87 | 16.69K |
| Q4 2021 | share | Increase | 0.00% | 17.37K shares | 635K | $36.42 | 17.37K |