Regent Peak Wealth Advisors’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,543
| Closed | -$316K | – | 158 |
|
|
2022
Q3 | $316K | Buy |
6,543
+54
| +0.8% | +$2.61K | 0.11% | 109 |
|
|
2022
Q2 | $446K | Sell |
6,489
-89
| -1% | -$6.12K | 0.15% | 91 |
|
|
2022
Q1 | $592K | Buy |
+6,578
| New | +$592K | 0.17% | 77 |
|
|
2021
Q1 | – | Sell |
-609
| Closed | -$57K | – | 228 |
|
|
2020
Q4 | $57K | Buy |
+609
| New | +$57K | 0.02% | 291 |
|