TrueWealth LLC’s Jefferies Financial Group JEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-273
Closed -$5K 777
2018
Q3
$5K Hold
273
﹤0.01% 616
2018
Q2
$6K Hold
273
﹤0.01% 579
2018
Q1
$6K Sell
273
-45
-14% -$989 ﹤0.01% 539
2017
Q4
$8K Buy
+318
New +$8K ﹤0.01% 553