RPWA
BK icon

Regent Peak Wealth Advisors’s Bank of New York Mellon BK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-612
Closed -$26K – 245
2020
Q4 		$26K Buy
+612
New +$26K 0.01% 409