TrueWealth LLC’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6K | Sell |
18
-14
| -44% | -$4.67K | ﹤0.01% | 547 |
|
|
2020
Q1 | $9K | Hold |
32
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $8K | Hold |
32
| – | – | ﹤0.01% | 497 |
|
|
2019
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 500 |
|
|
2019
Q1 | $6K | Hold |
32
| – | – | ﹤0.01% | 545 |
|
|
2018
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 551 |
|
|
2018
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 618 |
|
|
2018
Q1 | $5K | Hold |
32
| – | – | ﹤0.01% | 584 |
|
|
2017
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 710 |
|