TrueWealth LLC’s Ply Gem Holdings, Inc. PGEM Stock Holding History

TrueWealth LLC’s Portfolio PGEM Stock Details PGEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-235	Closed	-$5K	–	896
2018 Q1	$5K	Hold	235	–	–	﹤0.01%	600
2017 Q4	$4K	Buy	+235	New	+$4.08K	﹤0.01%	744

Other funds holding PGEM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

TrueWealth LLC's PGEM Position: Q2 2018 in Review

TrueWealth LLC sold out of Ply Gem Holdings, Inc. (PGEM) in Q2 2018, closing a stake of 235 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in PGEM in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 1 fund tracked by Wall St. Rank holds PGEM as of Q2 2018.

TrueWealth LLC reported no remaining Ply Gem Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 235 Ply Gem Holdings, Inc. shares in Q2 2018, an estimated $5K.
TrueWealth LLC first reported a position in Ply Gem Holdings, Inc. in Q4 2017 and held it in 2 quarters.
TrueWealth LLC's Ply Gem Holdings, Inc. position peaked at $5K in Q1 2018.
1 fund tracked by Wall St. Rank held Ply Gem Holdings, Inc. as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.