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Regent Peak Wealth Advisors’s State Street STT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,437
Closed -$105K – 866
2020
Q4 		$105K Buy
+1,437
New +$105K 0.04% 215