Peterson Wealth Management Spdr Bloomberg Investment Grad Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$30.6 - $30.67 $456,674 - $457,719	-14,924 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$30.6 - $30.66 $75,031 - $75,178	2,452 Added 19.66%	14,924 $457,000
Q4 2020 Mar 10, 2021	SELL	$30.56 - $30.61 $28,543 - $28,589	-934 Reduced 6.97%	12,472 $382,000
Q3 2020 Nov 03, 2020	SELL	$30.45 - $30.6 $1.69 Million - $1.7 Million	-55,403 Reduced 80.52%	13,406 $410,000
Q2 2020 Jul 22, 2020	SELL	$29.44 - $30.48 $442,453 - $458,083	-15,029 Reduced 17.93%	68,809 $2.1 Million
Q1 2020 Apr 23, 2020	SELL	$26.27 - $30.83 $36,541 - $42,884	-1,391 Reduced 1.63%	83,838 $2.47 Million
Q4 2019 Jan 17, 2020	BUY	$30.67 - $30.78 $2.61 Million - $2.62 Million	85,229 New	85,229 $2.62 Million

Others Institutions Holding FLRN

# of Institutions

337

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

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