REGENT PEAK WEALTH ADVISORS LLC – Consumer Discretionary Select Sector SPDR Fund Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$366,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 12K | $142.45 | 2.57K | |
| Q2 2022 | share | Decrease | -0.85% | -22 shares | -127K | $137.48 | 2.57K |
| Q1 2022 | share | 0.00% | 0 shares | -50K | $185 | 2.59K | |
| Q4 2021 | share | 0.00% | 0 shares | 65K | $204.93 | 2.59K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $179.45 | 2.59K | |
| Q2 2021 | share | 0.00% | 0 shares | 33K | $178.28 | 2.59K | |
| Q1 2021 | share | Increase | +0.85% | 22 shares | 22K | $167.57 | 2.59K |
| Q4 2020 | share | 0.00% | 0 shares | 35K | $160.05 | 2.57K | |
| Q3 2020 | share | Decrease | -1.53% | -40 shares | 45K | $146.03 | 2.57K |
| Q2 2020 | share | 0.00% | 0 shares | 78K | $126.62 | 2.61K | |
| Q1 2020 | share | Increase | +1.55% | 40 shares | -67K | $97.02 | 2.61K |
| Q4 2019 | share | Increase | 0.00% | 2.57K shares | 323K | $123.46 | 2.57K |