Avantax Advisory Services’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,796
| Closed | -$605K | – | 2127 |
|
|
2024
Q1 | $605K | Buy |
37,796
+545
| +1% | +$8.73K | 0.01% | 952 |
|
|
2023
Q4 | $663K | Sell |
37,251
-3,413
| -8% | -$60.7K | 0.01% | 866 |
|
|
2023
Q3 | $664K | Buy |
40,664
+8,149
| +25% | +$133K | 0.01% | 831 |
|
|
2023
Q2 | $633K | Sell |
32,515
-2,088
| -6% | -$40.6K | 0.01% | 855 |
|
|
2023
Q1 | $687K | Buy |
34,603
+4,786
| +16% | +$95.1K | 0.01% | 790 |
|
|
2022
Q4 | $576K | Buy |
29,817
+2,488
| +9% | +$48K | 0.01% | 803 |
|
|
2022
Q3 | $543K | Buy |
27,329
+8,853
| +48% | +$176K | 0.01% | 736 |
|
|
2022
Q2 | $412K | Buy |
+18,476
| New | +$412K | 0.01% | 861 |
|
|
2022
Q1 | – | Sell |
-19,955
| Closed | -$470K | – | 1361 |
|
|
2021
Q4 | $470K | Buy |
+19,955
| New | +$470K | 0.01% | 784 |
|
|
2021
Q3 | – | Sell |
-29,615
| Closed | -$666K | – | 1228 |
|
|
2021
Q2 | $666K | Buy |
+29,615
| New | +$666K | 0.01% | 593 |
|