TrueWealth LLC’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $173K | Buy |
3,181
+31
| +1% | +$1.69K | 0.07% | 144 |
|
|
2020
Q1 | $148K | Sell |
3,150
-180
| -5% | -$8.46K | 0.07% | 148 |
|
|
2019
Q4 | $206K | Buy |
3,330
+52
| +2% | +$3.22K | 0.08% | 134 |
|
|
2019
Q3 | $189K | Hold |
3,278
| – | – | 0.08% | 140 |
|
|
2019
Q2 | $192K | Buy |
3,278
+52
| +2% | +$3.05K | 0.09% | 139 |
|
|
2019
Q1 | $187K | Hold |
3,226
| – | – | 0.09% | 141 |
|
|
2018
Q4 | $169K | Sell |
3,226
-3,311
| -51% | -$173K | 0.09% | 142 |
|
|
2018
Q3 | $394K | Buy |
6,537
+1,822
| +39% | +$110K | 0.18% | 88 |
|
|
2018
Q2 | $284K | Buy |
4,715
+136
| +3% | +$8.19K | 0.14% | 104 |
|
|
2018
Q1 | $289K | Buy |
4,579
+1,275
| +39% | +$80.5K | 0.15% | 99 |
|
|
2017
Q4 | $208K | Buy |
+3,304
| New | +$208K | 0.1% | 129 |
|