Regent Peak Wealth Advisors LLC Spdr Dow Jones Global Real Est Transaction History

Regent Peak Wealth Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	SELL	$39.37 - $41.91 $46,614 - $49,621	-1,184 Reduced 13.78%	7,408 $304,000
Q1 2023 Apr 24, 2023	BUY	$38.63 - $46.08 $331,908 - $395,919	8,592 New	8,592 $353,000
Q2 2022 Aug 11, 2022	BUY	N/A	5,142 New	5,142 $226,000
Q1 2021 Apr 28, 2021	SELL	N/A	-4,961 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	N/A	-917 Reduced 15.6%	4,961 $221,000

Q3 2020 Nov 04, 2020	SELL	N/A	-464 Reduced 7.32%	5,878 $232,000
Q2 2020 Aug 05, 2020	SELL	N/A	-438 Reduced 6.46%	6,342 $248,000
Q1 2020 Apr 27, 2020	SELL	N/A	-1,539 Reduced 18.5%	6,780 $244,000
Q4 2019 Feb 14, 2020	BUY	N/A	8,319 New	8,319 $428,000

229

19.4M

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.