CWS
Confluence Wealth Services’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,199
| Closed | -$268K | – | 371 |
|
|
2024
Q1 | $268K | Sell |
19,199
-8,282
| -30% | -$116K | 0.02% | 288 |
|
|
2023
Q4 | $328K | Sell |
27,481
-16,896
| -38% | -$201K | 0.04% | 227 |
|
|
2023
Q3 | $585K | Buy |
44,377
+7,361
| +20% | +$97K | 0.12% | 136 |
|
|
2023
Q2 | $434K | Buy |
37,016
+15,884
| +75% | +$186K | 0.09% | 169 |
|
|
2023
Q1 | $236K | Buy |
+21,132
| New | +$236K | 0.05% | 232 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$3K | – | 1185 |
|
|
2021
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1127 |
|