SFWA
CA

Summit Financial Wealth Advisors’s CA, Inc. CA Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,800
Closed -$76K – 248
2015
Q3 		$76K Hold
2,800
– – 0.05% 107
2015
Q2 		$82K Hold
2,800
– – 0.05% 116
2015
Q1 		$88K Hold
2,800
– – 0.06% 96
2014
Q4 		$85K Buy
+2,800
New +$85K 0.06% 99