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

Peak Financial Management, Inc.

  • $330 Million
  • Q4 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 235,931 shares of BWX stock, worth $5.45 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
235,931
Previous 254,004 7.12%
Holding current value
$5.45 Million
Previous $5.93 Million 14.95%
% of portfolio
1.53%
Previous 1.76%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$21.39 - $23.3 $386,581 - $421,100
-18,073 Reduced 7.12%
235,931 $5.05 Million
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
141
Shares Held
29.6M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INTERNATIONAL T

BWX Quotes by TradingView
  • Ticker BWX
  • Sector ETFs
  • Industry ETFs
More about BWX
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email