AE Wealth Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29,303
| Closed | -$2.34M | – | 1874 |
|
|
2022
Q2 | $2.34M | Buy |
29,303
+846
| +3% | +$67.7K | 0.02% | 618 |
|
|
2022
Q1 | $2.94M | Buy |
28,457
+214
| +0.8% | +$22.1K | 0.02% | 592 |
|
|
2021
Q4 | $3.35M | Buy |
28,243
+3,892
| +16% | +$462K | 0.02% | 537 |
|
|
2021
Q3 | $2.74M | Buy |
24,351
+1,333
| +6% | +$150K | 0.02% | 539 |
|
|
2021
Q2 | $2.53M | Buy |
23,018
+2,205
| +11% | +$242K | 0.02% | 563 |
|
|
2021
Q1 | $1.87M | Buy |
+20,813
| New | +$1.87M | 0.02% | 584 |
|
|
2020
Q3 | – | Sell |
-8,887
| Closed | -$774K | – | 1361 |
|
|
2020
Q2 | $774K | Buy |
+8,887
| New | +$774K | 0.01% | 703 |
|