Alethea Capital Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-39,562
| Closed | -$868K | – | 101 |
|
|
2020
Q4 | $868K | Buy |
+39,562
| New | +$868K | 0.44% | 22 |
|
|
2018
Q2 | – | Sell |
-24,990
| Closed | -$481K | – | 100 |
|
|
2018
Q1 | $481K | Buy |
+24,990
| New | +$481K | 0.65% | 42 |
|
|
2015
Q4 | – | Sell |
-141,652
| Closed | -$2.6M | – | 88 |
|
|
2015
Q3 | $2.6M | Buy |
141,652
+127,287
| +886% | +$2.34M | 3.95% | 4 |
|
|
2015
Q2 | $292K | Buy |
+14,365
| New | +$292K | 0.45% | 60 |
|
|
2015
Q1 | – | Sell |
-46,916
| Closed | -$840K | – | 97 |
|
|
2014
Q4 | $840K | Buy |
+46,916
| New | +$840K | 0.86% | 38 |
|