TrueWealth LLC’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-336
| Closed | -$188K | – | 793 |
|
|
2019
Q4 | $188K | Buy |
336
+99
| +42% | +$55.4K | 0.08% | 146 |
|
|
2019
Q3 | $123K | Buy |
237
+104
| +78% | +$54K | 0.05% | 179 |
|
|
2019
Q2 | $64K | Hold |
133
| – | – | 0.03% | 239 |
|
|
2019
Q1 | $60K | Hold |
133
| – | – | 0.03% | 249 |
|
|
2018
Q4 | $45K | Hold |
133
| – | – | 0.02% | 267 |
|
|
2018
Q3 | $50K | Hold |
133
| – | – | 0.02% | 269 |
|
|
2018
Q2 | $46K | Hold |
133
| – | – | 0.02% | 273 |
|
|
2018
Q1 | $41K | Sell |
133
-95
| -42% | -$29.3K | 0.02% | 279 |
|
|
2017
Q4 | $63K | Buy |
+228
| New | +$63K | 0.03% | 262 |
|