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Company Main View
Name:
Peak Financial Management Inc.
City:
WALTHAM
State:
MA
Zip:
02451
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2015-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$315,492,000
Total Value Change :
$17,813,000
Securities Held Change :
11
All Securities Held :
96
New Positions
:
12
Closed Positions
:
3
Increased Positions
:
40
Unchanged Positions
:
8
Decreased Positions
:
36
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
JPM
JP Morgan Chase & Co
99
Closed
$198.77
$0
0
0%
-228,000
-1,340
0
Domestic Money Center...
LADR
Ladder Capital Corp
98
Closed
$11.22
$0
0
0%
-228,000
-19,826
0
N/A
CVX
Chevron Corp
97
Closed
$165.82
$0
0
0%
-241,000
-1,617
0
Integrated Oil & Gas
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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