Berman Capital Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $70K | Buy |
627
+159
| +34% | +$17.8K | 0.01% | 555 |
|
|
2021
Q2 | $51K | Buy |
468
+212
| +83% | +$23.1K | 0.01% | 567 |
|
|
2021
Q1 | $23K | Buy |
256
+197
| +334% | +$17.7K | ﹤0.01% | 737 |
|
|
2020
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q2 | $5K | Buy |
59
+9
| +18% | +$763 | ﹤0.01% | 999 |
|
|
2020
Q1 | $3K | Sell |
50
-22
| -31% | -$1.32K | ﹤0.01% | 1073 |
|
|
2019
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 938 |
|
|
2019
Q3 | $5K | Buy |
72
+35
| +95% | +$2.43K | ﹤0.01% | 962 |
|
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1130 |
|