TrueWealth LLC’s Time Warner Inc TWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,981
Closed -$282K 890
2018
Q1
$282K Buy
2,981
+29
+1% +$2.74K 0.14% 102
2017
Q4
$270K Buy
+2,952
New +$270K 0.13% 109