Summit Financial Wealth Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-255
Closed -$17K 203
2015
Q3
$17K Hold
255
0.01% 168
2015
Q2
$19K Hold
255
0.01% 200
2015
Q1
$20K Hold
255
0.01% 165
2014
Q4
$20K Buy
+255
New +$20K 0.01% 165