RPWA
Regent Peak Wealth Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,340
| Closed | -$212K | – | 158 |
|
|
2022
Q1 | $212K | Hold |
2,340
| – | – | 0.06% | 156 |
|
|
2021
Q4 | $204K | Buy |
+2,340
| New | +$204K | 0.06% | 163 |
|
|
2021
Q1 | – | Sell |
-2,367
| Closed | -$132K | – | 304 |
|
|
2020
Q4 | $132K | Buy |
+2,367
| New | +$132K | 0.04% | 183 |
|