Peak Financial Management, Inc. Invesco S&P 500 Equal Weight M Transaction History

Peak Financial Management, Inc.

$303 Million
Q1 2024

A detailed history of Peak Financial Management, Inc. transactions in Invesco S&P 500 Equal Weight M stock. As of the latest transaction made, Peak Financial Management, Inc. holds 38,045 shares of RTM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

38,045

Previous 39,185 2.91%

Holding current value

Previous $1.32 Million 100.0%

% of portfolio

0.0%

Previous 0.44%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$0.0 - $33.7 $0 - $38,418	-1,140 Reduced 2.91%	38,045 $0
Q4 2023 Jan 18, 2024	SELL	$28.92 - $33.96 $87,858 - $103,170	-3,038 Reduced 7.2%	39,185 $1.32 Million
Q3 2023 Oct 24, 2023	BUY	$0.0 - $165.24 $0 - $5.59 Million	33,803 Added 401.46%	42,223 $1.31 Million
Q2 2023 Jul 26, 2023	SELL	$0.0 - $163.96 $0 - $42,629	-260 Reduced 3.0%	8,420 $1.37 Million
Q1 2023 Apr 24, 2023	SELL	$152.58 - $177.31 $52,945 - $61,526	-347 Reduced 3.84%	8,680 $1.41 Million

Q4 2022 Jan 27, 2023	BUY	$153.84 - $172.3 $69,843 - $78,224	454 Added 5.3%	9,027 $1.43 Million
Q3 2022 Oct 28, 2022	BUY	$143.48 - $173.67 $4,591 - $5,557	32 Added 0.37%	8,573 $1.22 Million
Q2 2022 Jul 29, 2022	SELL	$153.51 - $190.46 $10,285 - $12,760	-67 Reduced 0.78%	8,541 $1.32 Million
Q1 2022 Apr 20, 2022	SELL	$167.97 - $187.68 $5,543 - $6,193	-33 Reduced 0.38%	8,608 $1.59 Million
Q4 2021 Jan 27, 2022	BUY	$162.45 - $180.07 $324 - $360	2 Added 0.02%	8,641 $1.56 Million
Q3 2021 Oct 19, 2021	SELL	$156.98 - $173.15 $6,750 - $7,445	-43 Reduced 0.5%	8,639 $1.38 Million
Q2 2021 Aug 04, 2021	BUY	$156.44 - $177.38 $12,045 - $13,658	77 Added 0.89%	8,682 $1.43 Million
Q1 2021 Apr 29, 2021	BUY	$137.87 - $157.3 $59,559 - $67,953	432 Added 5.29%	8,605 $1.34 Million
Q4 2020 Jan 26, 2021	SELL	$115.2 - $139.43 $9,561 - $11,572	-83 Reduced 1.01%	8,173 $1.14 Million
Q3 2020 Oct 19, 2020	SELL	$100.96 - $123.12 $21,908 - $26,717	-217 Reduced 2.56%	8,256 $965,000
Q2 2020 Aug 06, 2020	SELL	$77.53 - $111.02 $101,021 - $144,659	-1,303 Reduced 13.33%	8,473 $864,000
Q1 2020 Apr 29, 2020	SELL	$69.39 - $115.4 $86,112 - $143,211	-1,241 Reduced 11.26%	9,776 $802,000
Q4 2019 Jan 31, 2020	BUY	$103.09 - $116.26 $24,638 - $27,786	239 Added 2.22%	11,017 $1.28 Million
Q3 2019 Oct 29, 2019	SELL	$101.4 - $111.94 $3,650 - $4,029	-36 Reduced 0.33%	10,778 $1.17 Million
Q2 2019 Aug 01, 2019	SELL	$98.34 - $109.63 $312,327 - $348,184	-3,176 Reduced 22.7%	10,814 $1.19 Million
Q1 2019 May 01, 2019	SELL	$92.5 - $107.11 $227,180 - $263,062	-2,456 Reduced 14.93%	13,990 $1.48 Million
Q4 2018 Jan 30, 2019	BUY	$88.78 - $110.38 $1.46 Million - $1.82 Million	16,446 New	16,446 $1.55 Million

Others Institutions Holding RTM

# of Institutions

Shares Held

3.93M

Call Options Held

Put Options Held

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Peak Financial Management, Inc. Invesco S&P 500 Equal Weight M Transaction History