TrueWealth LLC’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 746 |
|
|
2019
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 742 |
|
|
2019
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 705 |
|
|
2019
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2019
Q1 | $0 | Sell |
50
-51
| -50% | – | ﹤0.01% | 740 |
|
|
2018
Q4 | $1K | Sell |
101
-50
| -33% | -$495 | ﹤0.01% | 690 |
|
|
2018
Q3 | $1K | Hold |
151
| – | – | ﹤0.01% | 766 |
|
|
2018
Q2 | $2K | Hold |
151
| – | – | ﹤0.01% | 728 |
|
|
2018
Q1 | $2K | Hold |
151
| – | – | ﹤0.01% | 693 |
|
|
2017
Q4 | $2K | Buy |
+151
| New | +$2K | ﹤0.01% | 796 |
|