Balentine LLC’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 |
-12,750
| Closed | -$204K | – | 542 |
|
|
2024
Q1 | $204K | Sell |
12,750
-987
| -7% | -$15.8K | 0.01% | 472 |
|
|
2023
Q4 | $246K | Buy |
13,737
+2,176
| +19% | +$38.9K | 0.01% | 441 |
|
|
2023
Q3 | $190K | Buy |
+11,561
| New | +$190K | 0.01% | 463 |
|
|
2022
Q4 | – | Sell |
-10,245
| Closed | -$205K | – | 702 |
|
|
2022
Q3 | $205K | Buy |
+10,245
| New | +$205K | 0.01% | 485 |
|
|
2020
Q3 | – | Sell |
-1,017
| Closed | -$17K | – | 798 |
|
|
2020
Q2 | $17K | Buy |
1,017
+373
| +58% | +$6.24K | ﹤0.01% | 431 |
|
|
2020
Q1 | $10K | Buy |
644
+166
| +35% | +$2.58K | ﹤0.01% | 376 |
|
|
2019
Q4 | $9K | Hold |
478
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $9K | Hold |
478
| – | – | ﹤0.01% | 377 |
|
|
2019
Q2 | $9K | Hold |
478
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $9K | Hold |
478
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $8K | Buy |
478
+134
| +39% | +$2.24K | ﹤0.01% | 268 |
|
|
2018
Q3 | $6K | Buy |
+344
| New | +$6K | ﹤0.01% | 324 |
|