TrueWealth LLC’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6K | Hold |
1,018
| – | – | ﹤0.01% | 539 |
|
|
2020
Q1 | $5K | Sell |
1,018
-182
| -15% | -$894 | ﹤0.01% | 540 |
|
|
2019
Q4 | $11K | Hold |
1,200
| – | – | ﹤0.01% | 446 |
|
|
2019
Q3 | $9K | Sell |
1,200
-25
| -2% | -$188 | ﹤0.01% | 461 |
|
|
2019
Q2 | $9K | Hold |
1,225
| – | – | ﹤0.01% | 465 |
|
|
2019
Q1 | $10K | Sell |
1,225
-30
| -2% | -$245 | ﹤0.01% | 451 |
|
|
2018
Q4 | $9K | Hold |
1,255
| – | – | ﹤0.01% | 447 |
|
|
2018
Q3 | $11K | Hold |
1,255
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $12K | Hold |
1,255
| – | – | 0.01% | 449 |
|
|
2018
Q1 | $14K | Hold |
1,255
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $13K | Buy |
+1,255
| New | +$13K | 0.01% | 458 |
|