Summit Wealth & Retirement Planning’s VirnetX VHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-830
Closed -$90K 128
2019
Q3
$90K Hold
830
0.05% 118
2019
Q2
$103K Buy
830
+5
+0.6% +$620 0.06% 131
2019
Q1
$104K Buy
+825
New +$104K 0.06% 130