PEAK FINANCIAL ADVISORS LLC – Moelis & Company Transaction History
PEAK FINANCIAL ADVISORS LLC portfolio value:
$234,000
portfolio value
PEAK FINANCIAL ADVISORS LLC quarter portfolio value change:
-14.08%
quarter
Moelis & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.28% | -1.24K shares | -87K | $33.81 | 6.91K |
| Q2 2022 | share | Decrease | -24.58% | -2.65K shares | -187K | $39.35 | 8.15K |
| Q1 2022 | share | Decrease | -0.40% | -43 shares | -171K | $46.95 | 10.81K |
| Q4 2021 | share | Increase | +5.47% | 563 shares | 42K | $62.77 | 10.85K |
| Q3 2021 | share | Increase | +5.01% | 491 shares | 79K | $59.41 | 10.29K |
| Q2 2021 | share | Increase | 0.00% | 9.80K shares | 558K | $54.08 | 9.80K |