Peak Financial Advisors’s Strata Critical Medical, Inc. Class A Common Stock SRTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45,704
| Closed | -$404K | – | 84 |
|
|
2021
Q4 | $404K | Buy |
45,704
+5,545
| +14% | +$49K | 0.31% | 55 |
|
|
2021
Q3 | $418K | Sell |
40,159
-87,959
| -69% | -$916K | 0.37% | 45 |
|
|
2021
Q2 | $1.35M | Buy |
128,118
+6,238
| +5% | +$65.5K | 1.16% | 33 |
|
|
2021
Q1 | $1.25M | Sell |
121,880
-4,066
| -3% | -$41.8K | 1.06% | 36 |
|
|
2020
Q4 | $1.4M | Buy |
+125,946
| New | +$1.4M | 1.2% | 35 |
|