TrueWealth LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 700 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 681 |
|
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 645 |
|
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 664 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 671 |
|
|
2018
Q4 | $2K | Sell |
22
-122
| -85% | -$11.1K | ﹤0.01% | 667 |
|
|
2018
Q3 | $15K | Buy |
144
+22
| +18% | +$2.29K | 0.01% | 422 |
|
|
2018
Q2 | $15K | Hold |
122
| – | – | 0.01% | 427 |
|
|
2018
Q1 | $14K | Hold |
122
| – | – | 0.01% | 406 |
|
|
2017
Q4 | $15K | Buy |
+122
| New | +$15K | 0.01% | 445 |
|