stock shares owned by Truewealth
Quarter-by-quarter ownership of stock shares owned by Truewealth
from 13F filings
Historical chart of Truewealth investment in stock
Tip: Access up to 7 years of quarterly data
All positions including stock held by Truewealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in stock by Truewealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-06-30 | $128k | 646 | 198.14 |
2020-03-31 | $82k | 646 | 126.94 |
2019-12-31 | $97k | 646 | 150.15 |
2019-09-30 | $76k | 646 | 117.65 |
2019-06-30 | $81k | 646 | 125.39 |
2019-03-31 | $80k | 646 | 123.84 |
2018-12-31 | $68k | 646 | 105.26 |
2018-09-30 | $78k | 646 | 120.74 |
2018-06-30 | $64k | 646 | 99.07 |
2018-03-31 | $64k | 646 | 99.07 |
2017-12-31 | $81k | 977 | 82.91 |