Peak Financial Advisors’s Global X Uranium ETF URA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Sell
64,582
-1,188
-2% -$46.1K 1.28% 24
2025
Q1
$1.51M Buy
65,770
+491
+0.8% +$11.3K 0.77% 41
2024
Q4
$1.75M Sell
65,279
-68
-0.1% -$1.82K 0.91% 32
2024
Q3
$1.87M Sell
65,347
-4,732
-7% -$135K 0.96% 37
2024
Q2
$2.03M Buy
70,079
+3,016
+4% +$87.3K 1.16% 36
2024
Q1
$1.93M Buy
67,063
+886
+1% +$25.5K 1.18% 37
2023
Q4
$1.83M Sell
66,177
-24,599
-27% -$681K 1.22% 37
2023
Q3
$2.45M Buy
90,776
+2,293
+3% +$62K 2.65% 11
2023
Q2
$1.92M Buy
88,483
+598
+0.7% +$13K 1.51% 28
2023
Q1
$1.75M Buy
87,885
+11,840
+16% +$236K 1.48% 24
2022
Q4
$1.53M Sell
76,045
-14,616
-16% -$293K 1.39% 24
2022
Q3
$1.8M Buy
90,661
+464
+0.5% +$9.2K 2.21% 16
2022
Q2
$1.67M Buy
+90,197
New +$1.67M 1.66% 19