RPWA
XYZ

Regent Peak Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Regent Peak Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,004
Closed -$241K – 175
2021
Q3 		$241K Sell
1,004
-1
-0.1% -$240 0.07% 151
2021
Q2 		$248K Sell
1,005
-1
-0.1% -$247 0.07% 145
2021
Q1 		$228K Buy
1,006
+73
+8% +$16.5K 0.07% 139
2020
Q4 		$203K Buy
+933
New +$203K 0.07% 139