PEAK FINANCIAL ADVISORS LLC – SPDR Portfolio S&P 500 ETF Transaction History
PEAK FINANCIAL ADVISORS LLC portfolio value:
$260,000
portfolio value
PEAK FINANCIAL ADVISORS LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.96% | -124 shares | -20K | $41.99 | 6.18K |
| Q2 2022 | share | Increase | +6.69% | 396 shares | -34K | $44.34 | 6.31K |
| Q1 2022 | share | Decrease | -38.42% | -3.69K shares | -222K | $53.13 | 5.91K |
| Q4 2021 | share | Increase | +86.04% | 4.44K shares | 275K | $56 | 9.60K |
| Q3 2021 | share | Increase | 0.00% | 5.16K shares | 261K | $50.46 | 5.16K |