RPWA
Regent Peak Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $522K | Sell |
1,027
-9
| -0.9% | -$4.57K | 0.12% | 78 |
|
|
2024
Q4 | $516K | Buy |
1,036
+18
| +2% | +$8.97K | 0.12% | 82 |
|
|
2024
Q3 | $526K | Buy |
1,018
+14
| +1% | +$7.23K | 0.12% | 85 |
|
|
2024
Q2 | $448K | Buy |
1,004
+23
| +2% | +$10.3K | 0.1% | 94 |
|
|
2024
Q1 | $417K | Buy |
981
+15
| +2% | +$6.38K | 0.11% | 95 |
|
|
2023
Q4 | $426K | Buy |
966
+11
| +1% | +$4.85K | 0.12% | 88 |
|
|
2023
Q3 | $349K | Buy |
955
+26
| +3% | +$9.5K | 0.11% | 98 |
|
|
2023
Q2 | $372K | Buy |
929
+14
| +2% | +$5.61K | 0.11% | 93 |
|
|
2023
Q1 | $315K | Buy |
915
+17
| +2% | +$5.86K | 0.1% | 102 |
|
|
2022
Q4 | $301K | Sell |
898
-29
| -3% | -$9.71K | 0.1% | 116 |
|
|
2022
Q3 | $283K | Buy |
927
+6
| +0.7% | +$1.83K | 0.1% | 120 |
|
|
2022
Q2 | $310K | Sell |
921
-25
| -3% | -$8.42K | 0.1% | 116 |
|
|
2022
Q1 | $388K | Buy |
946
+260
| +38% | +$107K | 0.11% | 106 |
|
|
2021
Q4 | $324K | Buy |
686
+20
| +3% | +$9.45K | 0.09% | 122 |
|
|
2021
Q3 | $283K | Buy |
666
+6
| +0.9% | +$2.55K | 0.08% | 134 |
|
|
2021
Q2 | $283K | Buy |
660
+21
| +3% | +$9.01K | 0.08% | 133 |
|
|
2021
Q1 | $225K | Buy |
639
+33
| +5% | +$11.6K | 0.07% | 140 |
|
|
2020
Q4 | $199K | Buy |
606
+8
| +1% | +$2.63K | 0.07% | 141 |
|
|
2020
Q3 | $216K | Buy |
+598
| New | +$216K | 0.09% | 118 |
|