Peak Financial Management, Inc. Closed Holding Positions

Peak Financial Management, Inc.

  • $336 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ES
Eversource Energy

Utilities
Q2 2022 Filed on Jul 29, 2022
2,342
$77.98 - $93.3 $183K - $219K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Jul 29, 2022
516
$365.86 - $456.8 $189K - $236K
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Jul 29, 2022
4,486
$40.49 - $47.53 $182K - $213K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 20, 2022
366
$331.01 - $597.37 $121K - $219K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
355
$411.5 - $564.37 $146K - $200K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,840
$119.6 - $152.37 $220K - $280K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on Apr 20, 2022
959
$366.81 - $462.0 $352K - $443K
RGEN
Repligen Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
693
$247.59 - $304.47 $172K - $211K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 19, 2021
966
$259.0 - $308.53 $250K - $298K
General Electric CO
Q3 2021 Filed on Oct 19, 2021
18,962
N/A
LYFT
Lyft, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
3,545
$46.02 - $64.64 $163K - $229K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Jan 26, 2021
1,704
$119.27 - $121.81 $203K - $208K
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
2,504
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q1 2020 Filed on Apr 29, 2020
8,653
$8.12 - $25.93 $70.3K - $224K
DEO
Diageo PLC

Consumer Defensive
Q1 2020 Filed on Apr 29, 2020
3,397
$102.59 - $170.7 $348K - $580K
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2019 Filed on Jan 31, 2020
1,240
$175.19 - $190.6 $217K - $236K
Central Fd Cda LTD
Q4 2019 Filed on Jan 31, 2020
114,340
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2018 Filed on Jan 30, 2019
1,318
$131.89 - $163.74 $174K - $216K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q4 2018 Filed on Jan 30, 2019
64,349
$12.52 - $18.16 $806K - $1.17M
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Jan 30, 2019
80,296
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2018 Filed on Jan 30, 2019
4,016
N/A
Etfs Precious Metals Basket
Q4 2018 Filed on Jan 30, 2019
116,268
N/A
Direxion Shs ETF Tr
Q3 2018 Filed on Nov 06, 2018
16,300
N/A
Direxion Shs ETF Tr
Q3 2018 Filed on Nov 06, 2018
9,070
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2018 Filed on Jul 19, 2018
2,188
$76.85 - $103.3 $168K - $226K
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 19, 2018
125,701
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 19, 2018
73,819
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2018 Filed on Jul 19, 2018
28,196
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2018 Filed on May 08, 2018
32,495
$48.79 - $56.12 $1.59M - $1.82M
Delcath Sys Inc
Q3 2017 Filed on Oct 30, 2017
24,291
N/A
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2017 Filed on Oct 30, 2017
2,479
N/A
Staples Inc
Q3 2017 Filed on Oct 30, 2017
11,129
N/A
GPL
Great Panther Mining LTD

Basic Materials
Q3 2017 Filed on Oct 30, 2017
11,000
$12.3 - $14.6 $135K - $161K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2017 Filed on Oct 30, 2017
7,711
N/A
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