TrueWealth LLC’s Schulman (A.) Inc SHLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,967
Closed -$533K 872
2018
Q2
$533K Sell
11,967
-614
-5% -$27.3K 0.25% 63
2018
Q1
$541K Hold
12,581
0.27% 57
2017
Q4
$469K Buy
+12,581
New +$469K 0.22% 69