Summit Wealth & Retirement Planning’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio FRA Stock Details FRA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$136K	Sell
2022 Q4	$156K	Sell
2022 Q3	$981K	Buy
2022 Q2	$880K	Buy
2022 Q1	$967K	Buy