Regent Peak Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Regent Peak Wealth Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	N/A	-4,862 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	N/A	-803 Reduced 14.17%	4,862 $247,000
Q2 2021 Aug 16, 2021	SELL	N/A	-1,991 Reduced 26.01%	5,665 $291,000
Q4 2020 Feb 12, 2021	BUY	N/A	831 Added 12.18%	7,656 $393,000
Q2 2020 Aug 05, 2020	SELL	N/A	-315 Reduced 4.41%	6,825 $352,000

Q1 2020 Apr 27, 2020	SELL	N/A	-715 Reduced 9.1%	7,140 $369,000
Q4 2019 Feb 14, 2020	BUY	N/A	7,855 New	7,855 $396,000

614

169M

13.7K

20.1K

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