Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021

SELL
N/A
-23,572 Closed
0 $0
Q1 2021

Apr 28, 2021

BUY
N/A
163 Added 0.7%
23,572 $309,000
Q4 2020

Feb 12, 2021

BUY
N/A
23,409 New
23,409 $253,000
Q3 2020

Nov 04, 2020

SELL
N/A
-14,651 Closed
0 $0
Q2 2020

Aug 05, 2020

SELL
N/A
-9,992 Reduced 40.55%
14,651 $100,000
Q1 2020

Apr 27, 2020

BUY
N/A
12,160 Added 97.41%
24,643 $195,000
Q4 2019

Feb 14, 2020

BUY
N/A
12,483 New
12,483 $139,000
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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