Compagnie Lombard Odier SCmA’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-652
| Closed | -$13K | – | 701 |
|
|
2022
Q4 | $13K | Buy |
+652
| New | +$13K | ﹤0.01% | 591 |
|
|
2018
Q3 | – | Sell |
-3,800
| Closed | -$67K | – | 591 |
|
|
2018
Q2 | $67K | Hold |
3,800
| – | – | ﹤0.01% | 396 |
|
|
2018
Q1 | $67K | Sell |
3,800
-3,800
| -50% | -$67K | ﹤0.01% | 402 |
|
|
2017
Q4 | $144K | Buy |
7,600
+3,800
| +100% | +$72K | ﹤0.01% | 428 |
|
|
2017
Q3 | $68K | Buy |
+3,800
| New | +$68K | ﹤0.01% | 486 |
|
|
2017
Q2 | – | Sell |
-3,800
| Closed | -$62K | – | 744 |
|
|
2017
Q1 | $62K | Hold |
3,800
| – | – | ﹤0.01% | 513 |
|
|
2016
Q4 | $61K | Buy |
+3,800
| New | +$61K | ﹤0.01% | 585 |
|
|
2015
Q2 | – | Sell |
-12,050
| Closed | -$200K | – | 932 |
|
|
2015
Q1 | $200K | Sell |
12,050
-15,788
| -57% | -$262K | 0.01% | 491 |
|
|
2014
Q4 | $503K | Buy |
27,838
+6,602
| +31% | +$119K | 0.02% | 264 |
|
|
2014
Q3 | $363K | Hold |
21,236
| – | – | 0.01% | 393 |
|
|
2014
Q2 | $396K | Sell |
21,236
-7,076
| -25% | -$132K | 0.02% | 381 |
|
|
2014
Q1 | $508K | Sell |
28,312
-4,758
| -14% | -$85.4K | 0.02% | 321 |
|
|
2013
Q4 | $569K | Buy |
+33,070
| New | +$569K | 0.02% | 296 |
|