TrueWealth LLC’s Bank of New York Mellon BK Stock Holding History

TrueWealth LLC’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$14K	Hold
2020 Q1	$12K	Sell
2019 Q4	$23K	Hold
2019 Q3	$21K	Hold
2019 Q2	$20K	Buy
2019 Q1	$20K	Hold
2018 Q4	$19K	Sell
2018 Q3	$21K	Sell
2018 Q2	$44K	Buy
2018 Q1	$21K	Sell
2017 Q4	$92K	Buy