Summit Wealth & Retirement Planning’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,999
Closed -$751K 113
2020
Q1
$751K Sell
1,999
-60
-3% -$22.5K 0.4% 54
2019
Q4
$666K Buy
+2,059
New +$666K 0.3% 68