Charter Oak Capital Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$116K | – | 819 |
|
|
2022
Q2 | $116K | Hold |
1,450
| – | – | 0.02% | 224 |
|
|
2022
Q1 | $150K | Hold |
1,450
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $172K | Hold |
1,450
| – | – | 0.02% | 194 |
|
|
2021
Q3 | $163K | Sell |
1,450
-50
| -3% | -$5.62K | 0.02% | 193 |
|
|
2021
Q2 | $165K | Hold |
1,500
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $135K | Hold |
1,500
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $149K | Buy |
+1,500
| New | +$149K | 0.02% | 180 |
|