Avantax Planning Partners’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,586
| Closed | -$68K | – | 1200 |
|
|
2018
Q3 | $68K | Buy |
+3,586
| New | +$68K | 0.01% | 423 |
|
|
2018
Q2 | – | Sell |
-3,678
| Closed | -$71K | – | 1490 |
|
|
2018
Q1 | $71K | Buy |
+3,678
| New | +$71K | 0.01% | 466 |
|
|
2017
Q1 | – | Sell |
-10,267
| Closed | -$223K | – | 342 |
|
|
2016
Q4 | $223K | Buy |
+10,267
| New | +$223K | 0.02% | 279 |
|