REGENT PEAK WEALTH ADVISORS LLC – S&P Global Inc. Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$283,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.65% | 6 shares | -27K | $305.35 | 927 |
| Q2 2022 | share | Decrease | -2.64% | -25 shares | -78K | $337.06 | 921 |
| Q1 2022 | share | Increase | +37.90% | 260 shares | 64K | $410.18 | 946 |
| Q4 2021 | share | Increase | +3.00% | 20 shares | 41K | $470.48 | 686 |
| Q3 2021 | share | Increase | +0.91% | 6 shares | 0 | $424.19 | 666 |
| Q2 2021 | share | Increase | +3.29% | 21 shares | 58K | $409.05 | 660 |
| Q1 2021 | share | Increase | +5.45% | 33 shares | 26K | $350.95 | 639 |
| Q4 2020 | share | Increase | +1.34% | 8 shares | -17K | $326.17 | 606 |
| Q3 2020 | share | Increase | 0.00% | 598 shares | 216K | $357.08 | 598 |