Peak Financial Management, Inc. Spdr Bloomberg International T Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Peak Financial Management, Inc. holds 254,004 shares of BWX stock, worth $5.54 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

254,004

Previous 252,021 0.79%

Holding current value

$5.54 Million

Previous $5.4 Million 9.87%

% of portfolio

1.76%

Previous 1.75%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$21.34 - $23.47 $42,317 - $46,541	1,983 Added 0.79%	254,004 $5.93 Million
Q2 2024 Jul 22, 2024	SELL	$21.4 - $22.23 $255,045 - $264,937	-11,918 Reduced 4.52%	252,021 $5.4 Million
Q1 2024 Apr 22, 2024	SELL	$21.9 - $22.96 $44,062 - $46,195	-2,012 Reduced 0.76%	263,939 $5.87 Million
Q4 2023 Jan 18, 2024	SELL	$20.86 - $23.35 $241,204 - $269,996	-11,563 Reduced 4.17%	265,951 $6.16 Million
Q3 2023 Oct 24, 2023	BUY	$21.12 - $23.19 $222,668 - $244,492	10,543 Added 3.95%	277,514 $5.89 Million
Q2 2023 Jul 26, 2023	BUY	$22.22 - $23.24 $110,366 - $115,433	4,967 Added 1.9%	266,971 $6.02 Million
Q1 2023 Apr 24, 2023	SELL	$21.92 - $23.65 $5,896 - $6,361	-269 Reduced 0.1%	262,004 $6.06 Million
Q4 2022 Jan 27, 2023	BUY	$20.39 - $22.96 $101,562 - $114,363	4,981 Added 1.94%	262,273 $5.88 Million
Q3 2022 Oct 28, 2022	BUY	$20.48 - $23.82 $121,671 - $141,514	5,941 Added 2.36%	257,292 $5.36 Million
Q2 2022 Jul 29, 2022	BUY	$22.55 - $25.97 $56,217 - $64,743	2,493 Added 1.0%	251,351 $5.82 Million
Q1 2022 Apr 20, 2022	BUY	$25.82 - $28.22 $382,574 - $418,135	14,817 Added 6.33%	248,858 $6.48 Million
Q4 2021 Jan 27, 2022	BUY	$27.94 - $28.89 $49,677 - $51,366	1,778 Added 0.77%	234,041 $6.62 Million
Q3 2021 Oct 19, 2021	BUY	$28.6 - $29.81 $352,638 - $367,557	12,330 Added 5.61%	232,263 $6.67 Million
Q2 2021 Aug 04, 2021	BUY	$29.28 - $30.06 $283,254 - $290,800	9,674 Added 4.6%	219,933 $6.46 Million
Q1 2021 Apr 29, 2021	BUY	$29.14 - $31.45 $180,784 - $195,115	6,204 Added 3.04%	210,259 $6.13 Million
Q4 2020 Jan 26, 2021	BUY	$29.69 - $31.3 $339,772 - $358,197	11,444 Added 5.94%	204,055 $6.37 Million
Q3 2020 Oct 19, 2020	BUY	$28.82 - $30.17 $157,414 - $164,788	5,462 Added 2.92%	192,611 $5.72 Million
Q2 2020 Aug 06, 2020	SELL	$27.28 - $29.04 $157,160 - $167,299	-5,761 Reduced 2.99%	187,149 $5.41 Million
Q1 2020 Apr 29, 2020	BUY	$25.85 - $29.84 $24,040 - $27,751	930 Added 0.48%	192,910 $5.36 Million
Q4 2019 Jan 31, 2020	SELL	$28.31 - $28.95 $18,259 - $18,672	-645 Reduced 0.33%	191,980 $5.53 Million
Q3 2019 Oct 29, 2019	BUY	$28.57 - $28.99 $85,367 - $86,622	2,988 Added 1.58%	192,625 $5.53 Million
Q2 2019 Aug 01, 2019	BUY	N/A	3,887 Added 2.09%	189,637 $5.48 Million
Q1 2019 May 01, 2019	SELL	N/A	-12,910 Reduced 6.5%	185,750 $5.18 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-1,047 Reduced 0.52%	198,660 $5.49 Million
Q3 2018 Nov 06, 2018	BUY	N/A	199,707 New	199,707 $5.47 Million

Others Institutions Holding BWX

# of Institutions

136

Shares Held

30.2M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG INTERNATIONAL T

Ticker BWX
Sector ETFs
Industry ETFs

More about BWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

Peak Financial Management, Inc. Spdr Bloomberg International T Transaction History