Regent Peak Wealth Advisors’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,204
Closed -$56K 559
2020
Q4
$56K Buy
+3,204
New +$56K 0.02% 295