SWRP
ASET

Summit Wealth & Retirement Planning’s FlexShares Real Assets Allocation Index Fund ASET Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio ASET Stock Details ASET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$948K Buy
2020
Q1 		$822K Buy
2019
Q4 		$1M Buy
2019
Q3 		$855K Buy
2019
Q2 		$785K Sell
2019
Q1 		$798K Buy
2018
Q4 		$667K Buy