Carroll Financial Associates’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $47K | Buy |
2,680
+2,599
| +3,209% | +$45.6K | ﹤0.01% | 745 |
|
|
2021
Q3 | $1K | Hold |
81
| – | – | ﹤0.01% | 1735 |
|
|
2021
Q2 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 1658 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | – | – | 1711 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1708 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1741 |
|
|
2019
Q2 | $0 | Sell |
7
-331
| -98% | – | ﹤0.01% | 1741 |
|
|
2019
Q1 | $6K | Buy |
338
+10
| +3% | +$178 | ﹤0.01% | 1082 |
|
|
2018
Q4 | $5K | Buy |
328
+4
| +1% | +$61 | ﹤0.01% | 1049 |
|
|
2018
Q3 | $6K | Buy |
324
+3
| +0.9% | +$56 | ﹤0.01% | 1049 |
|
|
2018
Q2 | $6K | Buy |
321
+6
| +2% | +$112 | ﹤0.01% | 1020 |
|
|
2018
Q1 | $6K | Hold |
315
| – | – | ﹤0.01% | 994 |
|
|
2017
Q4 | $5K | Buy |
315
+3
| +1% | +$48 | ﹤0.01% | 1014 |
|
|
2017
Q3 | $6K | Sell |
312
-2,000
| -87% | -$38.5K | ﹤0.01% | 951 |
|
|
2017
Q2 | $44K | Hold |
2,312
| – | – | 0.01% | 521 |
|
|
2017
Q1 | $47K | Buy |
2,312
+3
| +0.1% | +$61 | 0.01% | 491 |
|
|
2016
Q4 | $50K | Buy |
2,309
+2
| +0.1% | +$43 | 0.01% | 464 |
|
|
2016
Q3 | $48K | Buy |
2,307
+2
| +0.1% | +$42 | 0.01% | 469 |
|
|
2016
Q2 | $44K | Buy |
2,305
+3
| +0.1% | +$57 | 0.01% | 469 |
|
|
2016
Q1 | $44K | Buy |
2,302
+2
| +0.1% | +$38 | 0.01% | 453 |
|
|
2015
Q4 | $41K | Hold |
2,300
| – | – | 0.01% | 440 |
|
|
2015
Q3 | $43K | Hold |
2,300
| – | – | 0.01% | 427 |
|
|
2015
Q2 | $47K | Buy |
2,300
+2,000
| +667% | +$40.9K | 0.01% | 394 |
|
|
2015
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 616 |
|
|
2014
Q4 | $5K | Sell |
300
-2,500
| -89% | -$41.7K | ﹤0.01% | 586 |
|
|
2014
Q3 | $51K | Hold |
2,800
| – | – | 0.02% | 306 |
|
|
2014
Q2 | $49K | Sell |
2,800
-300
| -10% | -$5.25K | 0.01% | 331 |
|
|
2014
Q1 | $51K | Sell |
3,100
-1,000
| -24% | -$16.5K | 0.02% | 303 |
|
|
2013
Q4 | $70K | Sell |
4,100
-68,933
| -94% | -$1.18M | 0.02% | 244 |
|
|
2013
Q3 | $1.36M | Sell |
73,033
-11,591
| -14% | -$216K | 0.51% | 45 |
|
|
2013
Q2 | $1.45M | Buy |
+84,624
| New | +$1.45M | 0.71% | 32 |
|