Summit Financial Wealth Advisors’s The Royal Bank Of Scotland Group RBS.PRS.CL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-34,515	Closed	-$867K	–	152
2018 Q3	$867K	Buy	34,515 +7,750	+29%	+$195K	0.26%	67
2018 Q2	$685K	Sell	26,765 -2,250	-8%	-$57.6K	0.23%	75
2018 Q1	$742K	Sell	29,015 -10	-0%	-$256	0.24%	70
2017 Q4	$739K	Hold	29,025	–	–	0.25%	72
2017 Q3	$745K	Hold	29,025	–	–	0.27%	75
2017 Q2	$751K	Sell	29,025 -1,000	-3%	-$25.9K	0.3%	76
2017 Q1	$761K	Sell	30,025 -7,500	-20%	-$190K	0.33%	73
2016 Q4	$940K	Hold	37,525	–	–	0.41%	62
2016 Q3	$950K	Buy	37,525 +6,000	+19%	+$152K	0.41%	61
2016 Q2	$789K	Hold	31,525	–	–	0.33%	71
2016 Q1	$785K	Hold	31,525	–	–	0.34%	61
2015 Q4	$801K	Buy	31,525 +7,500	+31%	+$191K	0.37%	59
2015 Q3	$601K	Hold	24,025	–	–	0.39%	49
2015 Q2	$599K	Buy	+24,025	New	+$599K	0.37%	50