TRUEWEALTH LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2020-03-31 to 2020-06-30, TRUEWEALTH LLC opened 3 positions, added to 1, reduced 6, sold out of 3 and left 26 unchanged. The largest increase in value was SE (+$68,000); the largest decrease was LKNCY (-$65,000).
- SONY: Country of operation —; Class SPONSORED ADR; Shares 2020-03-31 453; Shares 2020-06-30 584.
Two Form 13F-HR filings compared (SEC CIK 1722092): 2020-03-31 (filed 2020-04-13) and 2020-06-30 (filed 2020-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2020-03-31 | Shares 2020-06-30 | Share change | Value 2020-03-31 | Value 2020-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| SONY SONY CORP | SPONSORED ADR | 453 | 584 | +131 | $27,000 | $40,000 | +$13,000 |
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