Trek Financial’s Peabody Energy BTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-166,374
| Closed | -$4.05M | – | 397 |
|
|
2023
Q4 | $4.05M | Buy |
+166,374
| New | +$4.05M | 0.35% | 62 |
|
|
2022
Q4 | – | Sell |
-164,339
| Closed | -$4.08M | – | 237 |
|
|
2022
Q3 | $4.08M | Buy |
164,339
+21,274
| +15% | +$528K | 0.43% | 56 |
|
|
2022
Q2 | $3.05M | Buy |
+143,065
| New | +$3.05M | 0.31% | 53 |
|