TrueWealth LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $206K | Hold |
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|
2020
Q1 | $153K | Hold |
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|
2019
Q4 | $171K | Hold |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $143K | Hold |
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|
2019
Q1 | $132K | Hold |
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|
2018
Q4 | $106K | Hold |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $128K | Hold |
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|
2018
Q1 | $120K | Sell |
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|
2017
Q4 | $112K | Buy |
|