TrueWealth LLC’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $769K | Sell |
10,840
-80
| -0.7% | -$5.68K | 0.32% | 52 |
|
|
2020
Q1 | $634K | Sell |
10,920
-160
| -1% | -$9.29K | 0.31% | 54 |
|
|
2019
Q4 | $742K | Buy |
11,080
+100
| +0.9% | +$6.7K | 0.3% | 51 |
|
|
2019
Q3 | $670K | Hold |
10,980
| – | – | 0.29% | 57 |
|
|
2019
Q2 | $594K | Sell |
10,980
-400
| -4% | -$21.6K | 0.26% | 59 |
|
|
2019
Q1 | $670K | Hold |
11,380
| – | – | 0.31% | 53 |
|
|
2018
Q4 | $595K | Sell |
11,380
-140
| -1% | -$7.32K | 0.3% | 51 |
|
|
2018
Q3 | $695K | Hold |
11,520
| – | – | 0.32% | 45 |
|
|
2018
Q2 | $650K | Sell |
11,520
-240
| -2% | -$13.5K | 0.31% | 46 |
|
|
2018
Q1 | $610K | Sell |
11,760
-860
| -7% | -$44.6K | 0.31% | 49 |
|
|
2017
Q4 | $665K | Buy |
+12,620
| New | +$665K | 0.31% | 51 |
|