Arete Wealth Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,095
| Closed | -$235K | – | 529 |
|
|
2021
Q3 | $235K | Sell |
2,095
-12
| -0.6% | -$1.35K | 0.03% | 374 |
|
|
2021
Q2 | $230K | Sell |
2,107
-121
| -5% | -$13.2K | 0.03% | 307 |
|
|
2021
Q1 | $201K | Buy |
+2,228
| New | +$201K | 0.03% | 399 |
|
|
2020
Q3 | – | Sell |
-4,541
| Closed | -$395K | – | 413 |
|
|
2020
Q2 | $395K | Sell |
4,541
-4,696
| -51% | -$408K | 0.07% | 251 |
|
|
2020
Q1 | $611K | Buy |
+9,237
| New | +$611K | 0.12% | 173 |
|