Summit Financial Group’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $471K | Hold |
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|
2022
Q1 | $690K | Sell |
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|
2021
Q4 | $987K | Sell |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $524K | Buy |
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