Regent Peak Wealth Advisors LLC Financial Sector Spdr Transaction History

Regent Peak Wealth Advisors LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$34.47 - $38.47 $265,625 - $296,449	-7,706 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$28.95 - $34.77 $64,095 - $76,980	2,214 Added 40.31%	7,706 $262,000
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $129,666 - $161,904	5,492 New	5,492 $162,000

1,839

696M

161M

320M

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.