Peak Financial Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Peak Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$39.18 - $43.52 $19,825 - $22,021	-506 Reduced 7.25%	6,478 $268,000
Q4 2024 Jan 14, 2025	BUY	$40.06 - $45.21 $279,779 - $315,746	6,984 New	6,984 $284,000
Q1 2022 Apr 22, 2022	SELL	$43.98 - $51.33 $2.25 Million - $2.63 Million	-51,241 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$44.62 - $51.81 $158,713 - $184,288	3,557 Added 7.46%	51,241 $2.66 Million
Q3 2021 Oct 12, 2021	SELL	$44.45 - $48.73 $5,511 - $6,042	-124 Reduced 0.26%	47,684 $2.12 Million

Q2 2021 Jul 26, 2021	BUY	$40.12 - $45.73 $1.92 Million - $2.19 Million	47,808 New	47,808 $2.12 Million

841

152M

490K

2.31M

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