Peak Financial Management, Inc. Vanguard Consumer Discretionar Transaction History

Peak Financial Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 31, 2020	SELL	N/A	-1,240 Closed	0 $0
Q1 2019 May 01, 2019	BUY	N/A	1,240 New	1,240 $214,000
Q4 2018 Jan 30, 2019	SELL	N/A	-1,240 Closed	0 $0
Q3 2018 Nov 06, 2018	SELL	N/A	-38 Reduced 2.97%	1,240 $224,000
Q2 2018 Jul 19, 2018	SELL	N/A	-92 Reduced 6.72%	1,278 $217,000

Q1 2018 May 08, 2018	SELL	N/A	-233 Reduced 14.54%	1,370 $217,000
Q4 2017 Feb 08, 2018	BUY	N/A	1 Added 0.06%	1,603 $250,000
Q3 2017 Oct 30, 2017	SELL	N/A	-214 Reduced 11.78%	1,602 $230,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,816	1,816 $258,000

463

7.62M

17K

2.9K

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

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