B. Riley 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
Q1 | – | Sell |
-2,340
| Closed | -$233K | – | 1415 |
|
|
2020
Q4 | $233K | Buy |
+2,340
| New | +$233K | 0.01% | 874 |
|
|
2020
Q1 | – | Sell |
-5,037
| Closed | -$432K | – | 896 |
|
|
2019
Q4 | $432K | Sell |
5,037
-7
| -0.1% | -$600 | 0.04% | 483 |
|
|
2019
Q3 | $410K | Buy |
5,044
+3
| +0.1% | +$244 | 0.04% | 469 |
|
|
2019
Q2 | $372K | Sell |
5,041
-168
| -3% | -$12.4K | 0.04% | 486 |
|
|
2019
Q1 | $349K | Buy |
5,209
+11
| +0.2% | +$737 | 0.04% | 443 |
|
|
2018
Q4 | $296K | Buy |
5,198
+257
| +5% | +$14.6K | 0.04% | 437 |
|
|
2018
Q3 | $365K | Sell |
4,941
-38
| -0.8% | -$2.81K | 0.04% | 431 |
|
|
2018
Q2 | $357K | Sell |
4,979
-164
| -3% | -$11.8K | 0.05% | 407 |
|
|
2018
Q1 | $293K | Buy |
5,143
+9
| +0.2% | +$513 | 0.04% | 466 |
|
|
2017
Q4 | $283K | Buy |
5,134
+108
| +2% | +$5.95K | 0.04% | 469 |
|
|
2017
Q3 | $239K | Buy |
+5,026
| New | +$239K | 0.04% | 442 |
|