Regent Peak Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Regent Peak Wealth Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$48.73 - $49.59 $236,925 - $241,106	-4,862 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$50.83 - $51.21 $40,816 - $41,121	-803 Reduced 14.17%	4,862 $247,000
Q2 2021 Aug 16, 2021	SELL	$51.19 - $51.33 $101,919 - $102,198	-1,991 Reduced 26.01%	5,665 $291,000
Q4 2020 Feb 12, 2021	BUY	$51.37 - $51.48 $42,688 - $42,779	831 Added 12.18%	7,656 $393,000
Q2 2020 Aug 05, 2020	SELL	$51.53 - $51.71 $16,231 - $16,288	-315 Reduced 4.41%	6,825 $352,000
Q1 2020 Apr 27, 2020	SELL	$50.48 - $51.73 $36,093 - $36,986	-715 Reduced 9.1%	7,140 $369,000
Q4 2019 Feb 14, 2020	BUY	$50.38 - $50.71 $395,734 - $398,327	7,855 New	7,855 $396,000

609

169M

42K

33.9K

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