Regent Peak Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,814	Closed	-$209K	–	173
2023 Q3	$209K	Buy	+3,814	New	+$209K	0.06%	141
2021 Q1	–	Sell	-1,115	Closed	-$59K	–	829
2020 Q4	$59K	Buy	+1,115	New	+$59K	0.02%	285