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Regent Peak Wealth Advisors’s MSCI MSCI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-251
Closed -$112K – 664
2020
Q4 		$112K Buy
+251
New +$112K 0.04% 202