TrueWealth LLC’s Total System Services, Inc. TSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,056
| Closed | -$264K | – | 765 |
|
|
2019
Q2 | $264K | Sell |
2,056
-2,548
| -55% | -$327K | 0.12% | 107 |
|
|
2019
Q1 | $437K | Hold |
4,604
| – | – | 0.2% | 79 |
|
|
2018
Q4 | $374K | Hold |
4,604
| – | – | 0.19% | 86 |
|
|
2018
Q3 | $455K | Hold |
4,604
| – | – | 0.21% | 76 |
|
|
2018
Q2 | $389K | Hold |
4,604
| – | – | 0.19% | 84 |
|
|
2018
Q1 | $397K | Sell |
4,604
-6,545
| -59% | -$564K | 0.2% | 74 |
|
|
2017
Q4 | $882K | Buy |
+11,149
| New | +$882K | 0.41% | 36 |
|