REGENT PEAK WEALTH ADVISORS LLC – Schwab U.S. Broad Market ETF Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$591,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.76% | 1.91K shares | 53K | $41.99 | 14.09K |
| Q2 2022 | share | Increase | +164.70% | 7.57K shares | 292K | $44.19 | 12.17K |
| Q1 2022 | share | Increase | +0.44% | 20 shares | -13K | $53.39 | 4.6K |
| Q4 2021 | share | Decrease | -37.38% | -1.36K shares | -121K | $113.36 | 2.29K |
| Q3 2021 | share | Increase | +59.69% | 1.36K shares | 137K | $103.86 | 3.65K |
| Q2 2021 | share | Increase | 0.00% | 2.29K shares | 243K | $103.94 | 2.29K |
| Q1 2021 | share | Decrease | -100.00% | -699 shares | -64K | $96.11 | 0 |
| Q4 2020 | share | Increase | 0.00% | 699 shares | 64K | $90.16 | 699 |