Regent Peak Wealth Advisors’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-605
Closed -$9.51K – 166
2024
Q1
$9.51K Hold
605
– – ﹤0.01% 170
2023
Q4
$9.43K Hold
605
– – ﹤0.01% 168
2023
Q3
$12.2K Hold
605
– – ﹤0.01% 151
2023
Q2
$8.69K Hold
605
– – ﹤0.01% 154
2023
Q1
$8.86K Buy
+605
New +$9.81K ﹤0.01% 161

Other funds holding HELP

Regent Peak Wealth Advisors's HELP Position: Q2 2024 in Review

Regent Peak Wealth Advisors sold out of Helus Pharma Inc. Common Stock (HELP) in Q2 2024, closing a stake of 605 shares — an estimated $9.51K sold.

Regent Peak Wealth Advisors first reported a position in HELP in Q1 2023 and held it in 5 quarters. The position peaked at $12.2K in Q3 2023. 98 funds tracked by Wall St. Rank hold HELP as of Q2 2024.

  • Regent Peak Wealth Advisors reported no remaining Helus Pharma Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 605 Helus Pharma Inc. Common Stock shares in Q2 2024, an estimated $9.51K.
  • Regent Peak Wealth Advisors first reported a position in Helus Pharma Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Regent Peak Wealth Advisors's Helus Pharma Inc. Common Stock position peaked at $12.2K in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q2 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.