Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 06, 2020

SELL
N/A
-2,504 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
N/A
3 Added 0.12%
2,504 $328,000
Q4 2019

Jan 31, 2020

SELL
N/A
-7 Reduced 0.28%
2,501 $550,000
Q3 2019

Oct 29, 2019

BUY
N/A
4 Added 0.16%
2,508 $492,000
Q2 2019

Aug 01, 2019

BUY
N/A
3 Added 0.12%
2,504 $435,000
Q1 2019

May 01, 2019

BUY
N/A
3 Added 0.12%
2,501 $455,000
Q4 2018

Jan 30, 2019

BUY
N/A
3 Added 0.12%
2,498 $383,000
Q3 2018

Nov 06, 2018

SELL
N/A
-354 Reduced 12.43%
2,495 $516,000
Q2 2018

Jul 19, 2018

BUY
N/A
3 Added 0.11%
2,849 $550,000
Q1 2018

May 08, 2018

BUY
N/A
631 Added 28.49%
2,846 $614,000
Q3 2017

Oct 30, 2017

SELL
N/A
-81 Reduced 3.53%
2,215 $413,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,296
2,296 $371,000
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.