Concord Wealth Partners’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,311
| Closed | -$159K | – | 904 |
|
|
2023
Q4 | $159K | Buy |
2,311
+159
| +7% | +$10.9K | 0.03% | 227 |
|
|
2023
Q3 | $154K | Buy |
2,152
+2,129
| +9,257% | +$153K | 0.03% | 222 |
|
|
2023
Q2 | $1.8K | Buy |
23
+14
| +156% | +$1.1K | ﹤0.01% | 884 |
|
|
2023
Q1 | $559 | Sell |
9
-14
| -61% | -$870 | ﹤0.01% | 934 |
|
|
2022
Q4 | $1.31K | Buy |
+23
| New | +$1.31K | ﹤0.01% | 1017 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$2K | – | 1066 |
|
|
2022
Q2 | $2K | Buy |
23
+14
| +156% | +$1.22K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1266 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 870 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 963 |
|