TrueWealth LLC’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Hold |
112
| – | – | ﹤0.01% | 532 |
|
|
2020
Q1 | $6K | Hold |
112
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $9K | Hold |
112
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 518 |
|
|
2019
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 546 |
|
|
2019
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 526 |
|
|
2018
Q4 | $7K | Sell |
112
-45
| -29% | -$2.81K | ﹤0.01% | 490 |
|
|
2018
Q3 | $13K | Hold |
157
| – | – | 0.01% | 439 |
|
|
2018
Q2 | $15K | Hold |
157
| – | – | 0.01% | 430 |
|
|
2018
Q1 | $16K | Sell |
157
-170
| -52% | -$17.3K | 0.01% | 389 |
|
|
2017
Q4 | $32K | Buy |
+327
| New | +$32K | 0.02% | 348 |
|