Peak Financial Advisors’s Eagle Materials EXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,582
Closed -$1.79M 72
2021
Q2
$1.79M Sell
12,582
-6,074
-33% -$863K 1.54% 24
2021
Q1
$2.51M Sell
18,656
-278
-1% -$37.4K 2.11% 10
2020
Q4
$1.92M Buy
+18,934
New +$1.92M 1.65% 19