TrueWealth LLC’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$3K | – | 789 |
|
|
2019
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 652 |
|
|
2019
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 621 |
|
|
2019
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 675 |
|
|
2018
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 659 |
|
|
2018
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 625 |
|
|
2018
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 518 |
|
|
2017
Q4 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 511 |
|