TrueWealth LLC’s SouthState Bank Corporation SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-254
| Closed | -$19K | – | 735 |
|
|
2019
Q2 | $19K | Hold |
254
| – | – | 0.01% | 379 |
|
|
2019
Q1 | $17K | Sell |
254
-725
| -74% | -$48.5K | 0.01% | 384 |
|
|
2018
Q4 | $59K | Hold |
979
| – | – | 0.03% | 231 |
|
|
2018
Q3 | $80K | Hold |
979
| – | – | 0.04% | 221 |
|
|
2018
Q2 | $84K | Hold |
979
| – | – | 0.04% | 215 |
|
|
2018
Q1 | $84K | Hold |
979
| – | – | 0.04% | 213 |
|
|
2017
Q4 | $85K | Buy |
+979
| New | +$85K | 0.04% | 227 |
|