Peak Financial Advisors LLC Spdr Portfolio Long Term Treas Transaction History

Peak Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$24.55 - $29.44 $338,740 - $406,213	13,798 Added 8.14%	183,328 $5.32 Million
Q3 2023 Oct 10, 2023	SELL	$26.09 - $29.96 $1.6 Million - $1.84 Million	-61,377 Reduced 26.58%	169,530 $4.43 Million
Q2 2023 Jul 10, 2023	BUY	$29.25 - $31.5 $3.98 Million - $4.29 Million	136,213 Added 143.85%	230,907 $6.9 Million
Q1 2023 Apr 18, 2023	BUY	$28.88 - $31.49 $2.73 Million - $2.98 Million	94,694 New	94,694 $2.92 Million
Q1 2022 Apr 22, 2022	SELL	$36.82 - $41.14 $192,458 - $215,038	-5,227 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$40.52 - $43.72 $211,798 - $228,524	5,227 New	5,227 $220,000

430

327M

26.8K

1.2K

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