Concord Wealth Partners’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-922
| Closed | -$15.1K | – | 1021 |
|
|
2023
Q3 | $15.1K | Hold |
922
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $17.9K | Hold |
922
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $18.3K | Hold |
922
| – | – | 0.01% | 503 |
|
|
2022
Q4 | $17.8K | Buy |
+922
| New | +$17.8K | 0.01% | 541 |
|
|
2022
Q3 | – | Sell |
-922
| Closed | -$21K | – | 1073 |
|
|
2022
Q2 | $21K | Hold |
922
| – | – | 0.01% | 538 |
|
|
2022
Q1 | $24K | Hold |
922
| – | – | 0.01% | 598 |
|
|
2021
Q4 | $22K | Buy |
+922
| New | +$22K | 0.01% | 627 |
|