BWM
Bernicke Wealth Management’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,732
| Closed | -$232K | – | 54 |
|
|
2017
Q2 | $232K | Sell |
6,732
-6,888
| -51% | -$237K | 0.18% | 51 |
|
|
2017
Q1 | $442K | Sell |
13,620
-13,218
| -49% | -$429K | 0.37% | 31 |
|
|
2016
Q4 | $855K | Sell |
26,838
-1,053
| -4% | -$33.5K | 0.74% | 25 |
|
|
2016
Q3 | $920K | Sell |
27,891
-141
| -0.5% | -$4.65K | 0.8% | 23 |
|
|
2016
Q2 | $903K | Buy |
28,032
+113
| +0.4% | +$3.64K | 0.81% | 23 |
|
|
2016
Q1 | $908K | Buy |
27,919
+1,604
| +6% | +$52.2K | 0.84% | 21 |
|
|
2015
Q4 | $728K | Buy |
26,315
+156
| +0.6% | +$4.32K | 0.71% | 28 |
|
|
2015
Q3 | $825K | Sell |
26,159
-681
| -3% | -$21.5K | 0.84% | 22 |
|
|
2015
Q2 | $924K | Buy |
26,840
+3,219
| +14% | +$111K | 0.88% | 19 |
|
|
2015
Q1 | $785K | Sell |
23,621
-10,172
| -30% | -$338K | 0.84% | 24 |
|
|
2014
Q4 | $1.22M | Buy |
+33,793
| New | +$1.22M | 1.2% | 29 |
|