TrueWealth LLC’s M&T Bank MTB Stock Holding History

TrueWealth LLC’s Portfolio MTB Stock Details MTB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$6K	Hold
2019 Q3	$6K	Sell
2019 Q2	$14K	Hold
2019 Q1	$13K	Hold
2018 Q4	$12K	Hold
2018 Q3	$13K	Hold
2018 Q2	$14K	Hold
2018 Q1	$15K	Sell
2017 Q4	$27K	Buy