SUMMIT PLACE FINANCIAL ADVISORS, LLC – Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
2.47M
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.45% | 350 shares | -207K | 78.56K | |
| Q2 2022 | share | Decrease | -2.37% | -1.9K shares | -267K | 78.21K | |
| Q1 2022 | share | Increase | 0.00% | 80.11K shares | 2.95M | 80.11K |