Peak Financial Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Peak Financial Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	BUY	$51.8 - $57.88 $1,761 - $1,967	34 Added 0.61%	5,591 $290,000
Q2 2022 Jul 14, 2022	BUY	$55.59 - $60.15 $66,763 - $72,240	1,201 Added 27.57%	5,557 $310,000
Q1 2022 Apr 22, 2022	SELL	$59.94 - $62.99 $8.31 Million - $8.74 Million	-138,700 Reduced 96.96%	4,356 $264,000
Q4 2021 Jan 19, 2022	SELL	$62.25 - $63.89 $898,143 - $921,804	-14,428 Reduced 9.16%	143,056 $9 Million
Q3 2021 Oct 12, 2021	BUY	$62.25 - $63.89 $9.8 Million - $10.1 Million	157,484 New	157,484 $9.86 Million

684

155M

60.2K

1.3K

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