TL
TrueWealth LLC’s Rollins ROL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $200K | Sell |
4,710
-76,867
| -94% | -$3.26M | 0.08% | 131 |
|
2020
Q1 | $2.95M | Hold |
81,577
| – | – | 1.44% | 11 |
|
2019
Q4 | $2.71M | Buy |
81,577
+1
| +0% | +$33 | 1.1% | 14 |
|
2019
Q3 | $2.78M | Buy |
81,576
+1
| +0% | +$34 | 1.2% | 12 |
|
2019
Q2 | $2.93M | Buy |
81,575
+1
| +0% | +$36 | 1.3% | 12 |
|
2019
Q1 | $3.4M | Hold |
81,574
| – | – | 1.57% | 11 |
|
2018
Q4 | $2.95M | Buy |
81,574
+1,569
| +2% | +$56.6K | 1.49% | 12 |
|
2018
Q3 | $4.86M | Hold |
80,005
| – | – | 2.23% | 9 |
|
2018
Q2 | $4.21M | Buy |
80,005
+1
| +0% | +$53 | 2% | 10 |
|
2018
Q1 | $4.08M | Hold |
80,004
| – | – | 2.06% | 10 |
|
2017
Q4 | $3.72M | Buy |
+80,004
| New | +$3.72M | 1.75% | 10 |
|