RPWA
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Regent Peak Wealth Advisors’s TFS Financial TFSL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-43
Closed -$1K – 890
2020
Q4 		$1K Buy
+43
New +$715 ﹤0.01% 996

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