Baker Tilly Wealth Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,754
| Closed | -$372K | – | 547 |
|
|
2023
Q2 | $372K | Buy |
4,754
+40
| +0.8% | +$3.13K | 0.04% | 413 |
|
|
2023
Q1 | $293K | Sell |
4,714
-296
| -6% | -$18.4K | 0.03% | 455 |
|
|
2022
Q4 | $284K | Buy |
5,010
+1,315
| +36% | +$74.6K | 0.04% | 443 |
|
|
2022
Q3 | $220K | Sell |
3,695
-701
| -16% | -$41.7K | 0.03% | 459 |
|
|
2022
Q2 | $352K | Buy |
4,396
+154
| +4% | +$12.3K | 0.05% | 385 |
|
|
2022
Q1 | $438K | Buy |
4,242
+1,160
| +38% | +$120K | 0.05% | 369 |
|
|
2021
Q4 | $365K | Buy |
3,082
+499
| +19% | +$59.1K | 0.04% | 405 |
|
|
2021
Q3 | $290K | Buy |
2,583
+597
| +30% | +$67K | 0.04% | 422 |
|
|
2021
Q2 | $218K | Buy |
+1,986
| New | +$218K | 0.04% | 468 |
|