AGOX shares owned by Summit Wealth & Retirement Planning - Historical positions on stockzoa.com
Summit Wealth & Retirement Planning »

Starboard Invt Tr shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Starboard Invt Tr

Jun 302024Jul 14Jul 28Aug 11Aug 25Sep 8Sep 22212k214k216k218k220k76187,618.576197,619.57620
Value ($)Share countHistorical AGOX position of Summit Wealth & … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Starboard Invt Tr by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 7.6k 28.85
2024-06-30 $212k 7.6k 27.88