TrueWealth LLC’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-601
| Closed | -$2K | – | 784 |
|
|
2019
Q4 | $2K | Hold |
601
| – | – | ﹤0.01% | 682 |
|
|
2019
Q3 | $2K | Hold |
601
| – | – | ﹤0.01% | 646 |
|
|
2019
Q2 | $3K | Hold |
601
| – | – | ﹤0.01% | 627 |
|
|
2019
Q1 | $3K | Hold |
601
| – | – | ﹤0.01% | 644 |
|
|
2018
Q4 | $3K | Buy |
601
+4
| +0.7% | +$20 | ﹤0.01% | 630 |
|
|
2018
Q3 | $3K | Hold |
597
| – | – | ﹤0.01% | 690 |
|
|
2018
Q2 | $3K | Hold |
597
| – | – | ﹤0.01% | 699 |
|
|
2018
Q1 | $4K | Hold |
597
| – | – | ﹤0.01% | 627 |
|
|
2017
Q4 | $4K | Buy |
+597
| New | +$4K | ﹤0.01% | 719 |
|