TrueWealth LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $206K | Hold |
626
| – | – | 0.09% | 128 |
|
|
2020
Q1 | $153K | Hold |
626
| – | – | 0.07% | 143 |
|
|
2019
Q4 | $171K | Hold |
626
| – | – | 0.07% | 153 |
|
|
2019
Q3 | $153K | Hold |
626
| – | – | 0.07% | 160 |
|
|
2019
Q2 | $143K | Hold |
626
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $132K | Hold |
626
| – | – | 0.06% | 170 |
|
|
2018
Q4 | $106K | Hold |
626
| – | – | 0.05% | 181 |
|
|
2018
Q3 | $122K | Hold |
626
| – | – | 0.06% | 180 |
|
|
2018
Q2 | $128K | Hold |
626
| – | – | 0.06% | 177 |
|
|
2018
Q1 | $120K | Sell |
626
-36
| -5% | -$6.9K | 0.06% | 173 |
|
|
2017
Q4 | $112K | Buy |
+662
| New | +$112K | 0.05% | 196 |
|