Peak Financial Advisors’s Main Street Capital MAIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,648
Closed -$326K 82
2022
Q1
$326K Buy
7,648
+2,742
+56% +$117K 0.28% 60
2021
Q4
$220K Buy
+4,906
New +$220K 0.17% 69