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 $5.51 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

254,004

Previous 252,021 0.79%

Holding current value

$5.51 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
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Peak Financial Management, Inc. Spdr Bloomberg International T Transaction History