TrueWealth Advisors’s Fortune Brands Innovations FBIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,577
| Closed | -$272K | – | 211 |
|
|
2023
Q4 | $272K | Hold |
3,577
| – | – | 0.11% | 147 |
|
|
2023
Q3 | $222K | Sell |
3,577
-223
| -6% | -$13.9K | 0.09% | 174 |
|
|
2023
Q2 | $273K | Sell |
3,800
-167
| -4% | -$12K | 0.11% | 146 |
|
|
2023
Q1 | $233K | Buy |
3,967
+9
| +0.2% | +$529 | 0.1% | 165 |
|
|
2022
Q4 | $226K | Sell |
3,958
-654
| -14% | -$37.4K | 0.1% | 162 |
|
|
2022
Q3 | $212K | Sell |
4,612
-67
| -1% | -$3.08K | 0.1% | 152 |
|
|
2022
Q2 | $239K | Sell |
4,679
-1,102
| -19% | -$56.3K | 0.11% | 143 |
|
|
2022
Q1 | $528K | Hold |
5,781
| – | – | 0.24% | 88 |
|
|
2021
Q4 | $528K | Buy |
5,781
+53
| +0.9% | +$4.84K | 0.24% | 88 |
|
|
2021
Q3 | $438K | Sell |
5,728
-47
| -0.8% | -$3.59K | 0.25% | 79 |
|
|
2021
Q2 | $492K | Buy |
5,775
+185
| +3% | +$15.8K | 0.29% | 69 |
|
|
2021
Q1 | $481K | Buy |
5,590
+1,144
| +26% | +$98.4K | 0.31% | 66 |
|
|
2020
Q4 | $333K | Buy |
+4,446
| New | +$333K | 0.29% | 62 |
|