BerganKDV Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$351 | – | 1093 |
|
|
2023
Q1 | $351 | Sell |
31
-16
| -34% | -$181 | ﹤0.01% | 1002 |
|
|
2022
Q4 | $654 | Sell |
47
-158
| -77% | -$2.2K | ﹤0.01% | 926 |
|
|
2022
Q3 | $3K | Buy |
205
+49
| +31% | +$717 | ﹤0.01% | 778 |
|
|
2022
Q2 | $3K | Buy |
156
+2
| +1% | +$38 | ﹤0.01% | 793 |
|
|
2022
Q1 | $3K | Buy |
154
+2
| +1% | +$39 | ﹤0.01% | 825 |
|
|
2021
Q4 | $3K | Sell |
152
-18
| -11% | -$355 | ﹤0.01% | 885 |
|
|
2021
Q3 | $3K | Buy |
170
+2
| +1% | +$35 | ﹤0.01% | 848 |
|
|
2021
Q2 | $4K | Buy |
168
+1
| +0.6% | +$24 | ﹤0.01% | 745 |
|
|
2021
Q1 | $4K | Sell |
167
-28
| -14% | -$671 | ﹤0.01% | 711 |
|
|
2020
Q4 | $4K | Sell |
195
-14
| -7% | -$287 | ﹤0.01% | 709 |
|
|
2020
Q3 | $4K | Hold |
209
| – | – | ﹤0.01% | 619 |
|
|
2020
Q2 | $5K | Sell |
209
-10
| -5% | -$239 | ﹤0.01% | 639 |
|
|
2020
Q1 | $4K | Hold |
219
| – | – | ﹤0.01% | 640 |
|
|
2019
Q4 | $6K | Buy |
+219
| New | +$6K | ﹤0.01% | 602 |
|