PEAK FINANCIAL MANAGEMENT, INC. – iShares Core S&P 500 ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$1.01M
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.34% | 65 shares | -34K | $358.65 | 2.83K |
| Q2 2022 | share | Increase | +1.65% | 45 shares | -186K | $379.15 | 2.77K |
| Q1 2022 | share | Decrease | -4.68% | -134 shares | -128K | $453.69 | 2.72K |
| Q4 2021 | share | Increase | +0.03% | 1 shares | 133K | $478.18 | 2.86K |
| Q3 2021 | share | Decrease | -0.17% | -5 shares | 1K | $430.82 | 2.86K |
| Q2 2021 | share | Decrease | -4.85% | -146 shares | 33K | $428.29 | 2.86K |
| Q1 2021 | share | Decrease | -4.68% | -148 shares | 12K | $395.17 | 3.01K |
| Q4 2020 | share | Decrease | -4.04% | -133 shares | 80K | $371.65 | 3.16K |
| Q3 2020 | share | Increase | +56.93% | 1.19K shares | 457K | $331.25 | 3.29K |
| Q2 2020 | share | Increase | +21.12% | 366 shares | 202K | $303.84 | 2.09K |
| Q1 2020 | share | Increase | +23.00% | 324 shares | -8K | $252.48 | 1.73K |
| Q4 2019 | share | Increase | +1.44% | 20 shares | 41K | $313.89 | 1.40K |
| Q3 2019 | share | Increase | +4.51% | 60 shares | 23K | $288.05 | 1.38K |
| Q2 2019 | share | Decrease | -0.52% | -7 shares | 12K | $283 | 1.32K |
| Q1 2019 | share | Increase | +20.25% | 225 shares | 100K | $271.55 | 1.33K |
| Q4 2018 | share | Increase | 0.00% | 1.11K shares | 280K | $239.15 | 1.11K |