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Regent Peak Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Regent Peak Wealth Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-312
Closed -$27K – 563
2020
Q4 		$27K Buy
+312
New +$27K 0.01% 403