Truewealth »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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