Peak Financial Advisors LLC HEALTHCARE RLTY TR Transaction History

Peak Financial Advisors LLC

  • $154 Million
  • Q1 2025
Number of Shares
11,413
Previous 10,685 6.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
N/A
728 Added 6.81%
11,413 $0
Q4 2024

Jan 14, 2025
SELL
N/A
-16,711 Reduced 61.0%
10,685 $0
Q3 2024

Oct 09, 2024
BUY
N/A
1,529 Added 5.91%
27,396 $0
Q2 2024

Jul 12, 2024
BUY
N/A
1,160 Added 4.7%
25,867 $0
Q1 2024

Apr 12, 2024
BUY
N/A
416 Added 1.71%
24,707 $0
Q4 2023

Jan 10, 2024
BUY
N/A
3,579 Added 17.28%
24,291 $0
Q3 2023

Oct 10, 2023
BUY
N/A
20,712 New
20,712 $0
Q3 2022

Oct 26, 2022
BUY
N/A
71,843 New
71,843 $1.5 Million
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