Summit Wealth & Retirement Planning’s Liquidity Services LQDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,155	Closed	-$371K	–	84
2023 Q1	$371K	Sell	28,155 -21,494	-43%	-$283K	0.14%	66
2022 Q4	$698K	Sell	49,649 -3,163	-6%	-$44.5K	0.28%	43
2022 Q3	$859K	Buy	+52,812	New	+$859K	0.34%	41