Peak Financial Advisors’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-16,871
| Closed | -$2.36M | – | 74 |
|
2022
Q4 | $2.36M | Sell |
16,871
-2,986
| -15% | -$418K | 2.15% | 13 |
|
2022
Q3 | $2.66M | Buy |
19,857
+196
| +1% | +$26.3K | 3.28% | 9 |
|
2022
Q2 | $2.65M | Buy |
19,661
+10,041
| +104% | +$1.35M | 2.62% | 8 |
|
2022
Q1 | $1.24M | Buy |
+9,620
| New | +$1.24M | 1.06% | 32 |
|
2021
Q3 | – | Sell |
-11,047
| Closed | -$1.6M | – | 81 |
|
2021
Q2 | $1.6M | Buy |
11,047
+193
| +2% | +$28K | 1.38% | 30 |
|
2021
Q1 | $1.36M | Buy |
+10,854
| New | +$1.36M | 1.15% | 31 |
|