Cobblestone Capital Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,385
| Closed | -$293K | – | 297 |
|
|
2024
Q2 | $293K | Buy |
19,385
+415
| +2% | +$6.68K | 0.02% | 229 |
|
|
2024
Q1 | $304K | Sell |
18,970
-1,172
| -6% | -$20.5K | 0.02% | 227 |
|
|
2023
Q4 | $358K | Sell |
20,142
-382
| -2% | -$6.61K | 0.02% | 206 |
|
|
2023
Q3 | $335K | Sell |
20,524
-1,815
| -8% | -$32K | 0.02% | 193 |
|
|
2023
Q2 | $435K | Buy |
22,339
+1,369
| +7% | +$27.6K | 0.03% | 179 |
|
|
2023
Q1 | $416K | Buy |
20,970
+7,505
| +56% | +$153K | 0.03% | 184 |
|
|
2022
Q4 | $260K | Buy |
13,465
+967
| +8% | +$20K | 0.02% | 229 |
|
|
2022
Q3 | $248K | Buy |
12,498
+550
| +5% | +$12.3K | 0.02% | 217 |
|
|
2022
Q2 | $266K | Buy |
11,948
+1,000
| +9% | +$24.7K | 0.02% | 218 |
|
|
2022
Q1 | $286K | Sell |
10,948
-67
| -0.6% | -$1.66K | 0.02% | 216 |
|
|
2021
Q4 | $260K | Sell |
11,015
-65
| -0.6% | -$1.49K | 0.02% | 231 |
|
|
2021
Q3 | $243K | Sell |
11,080
-660
| -6% | -$14.9K | 0.02% | 232 |
|
|
2021
Q2 | $263K | Buy |
11,740
+185
| +2% | +$4.01K | 0.02% | 227 |
|
|
2021
Q1 | $230K | Buy |
11,555
+1,140
| +11% | +$23.7K | 0.02% | 236 |
|
|
2020
Q4 | $206K | Buy |
+10,415
| New | +$196K | 0.02% | 240 |
|
|
2020
Q3 | – | Sell |
-10,980
| Closed | -$184K | – | 249 |
|
|
2020
Q2 | $184K | Buy |
10,980
+180
| +2% | +$3K | 0.02% | 234 |
|
|
2020
Q1 | $170K | Sell |
10,800
-1,090
| -9% | -$20.2K | 0.02% | 235 |
|
|
2019
Q4 | $230K | Sell |
11,890
-80
| -0.7% | -$1.48K | 0.02% | 237 |
|
|
2019
Q3 | $213K | Buy |
+11,970
| New | +$218K | 0.02% | 228 |
|
|
2019
Q2 | – | Sell |
-12,450
| Closed | -$231K | – | 253 |
|
|
2019
Q1 | $231K | Sell |
12,450
-600
| -5% | -$10.6K | 0.02% | 219 |
|
|
2018
Q4 | $216K | Sell |
13,050
-1,140
| -8% | -$19.8K | 0.02% | 221 |
|
|
2018
Q3 | $261K | Buy |
14,190
+940
| +7% | +$17.2K | 0.02% | 212 |
|
|
2018
Q2 | $235K | Sell |
13,250
-1,916
| -13% | -$33.9K | 0.02% | 220 |
|
|
2018
Q1 | $267K | Sell |
15,166
-864
| -5% | -$15.8K | 0.03% | 204 |
|
|
2017
Q4 | $304K | Sell |
16,030
-590
| -4% | -$10.9K | 0.03% | 194 |
|
|
2017
Q3 | $299K | Sell |
16,620
-770
| -4% | -$13.8K | 0.04% | 162 |
|
|
2017
Q2 | $300K | Sell |
17,390
-410
| -2% | -$6.88K | 0.04% | 160 |
|
|
2017
Q1 | $289K | Buy |
17,800
+1,860
| +12% | +$30.5K | 0.04% | 162 |
|
|
2016
Q4 | $254K | Buy |
15,940
+2,090
| +15% | +$33.3K | 0.04% | 167 |
|
|
2016
Q3 | $229K | Buy |
+13,850
| New | +$229K | 0.03% | 171 |
|
Other funds holding TU
FDCDDQ