Peak Financial Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Peak Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	SELL	$31.11 - $33.37 $5,133 - $5,506	-165 Reduced 1.59%	10,241 $321,000
Q2 2022 Jul 14, 2022	BUY	$32.03 - $34.08 $54,995 - $58,515	1,717 Added 19.76%	10,406 $340,000
Q1 2022 Apr 22, 2022	SELL	$33.91 - $36.04 $36,114 - $38,382	-1,065 Reduced 10.92%	8,689 $297,000
Q4 2021 Jan 19, 2022	BUY	$35.97 - $36.6 $350,851 - $356,996	9,754 New	9,754 $353,000
Q1 2021 May 11, 2021	SELL	$36.13 - $37.14 $692,865 - $712,233	-19,177 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$36.68 - $37.18 $703,412 - $713,000	19,177 New	19,177 $713,000

526

197M

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