REGENT PEAK WEALTH ADVISORS LLC – Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
242,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.89% | -110 shares | -48K | 900 | |
| Q2 2022 | share | Increase | +2.64% | 26 shares | -24K | 1.01K | |
| Q1 2022 | share | Increase | +3.36% | 32 shares | -16K | 984 | |
| Q4 2021 | share | Increase | +3.25% | 30 shares | 60K | 952 | |
| Q3 2021 | share | Increase | +1.65% | 15 shares | -9K | 922 | |
| Q2 2021 | share | Increase | 0.00% | 907 shares | 279K | 907 | |
| Q1 2021 | share | Decrease | -100.00% | -656 shares | -173K | 0 | |
| Q4 2020 | share | Increase | 0.00% | 656 shares | 173K | 656 |