RPWA
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Regent Peak Wealth Advisors’s Gartner IT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-111
Closed -$18K – 555
2020
Q4 		$18K Buy
+111
New +$18K 0.01% 467