Constellation Wealth Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-95,889
| Closed | -$1.95M | – | 149 |
|
|
2015
Q2 | $1.95M | Buy |
95,889
+10,964
| +13% | +$223K | 0.17% | 88 |
|
|
2015
Q1 | $1.77M | Buy |
84,925
+26,320
| +45% | +$548K | 0.16% | 94 |
|
|
2014
Q4 | $1.05M | Buy |
58,605
+17,068
| +41% | +$306K | 0.09% | 109 |
|
|
2014
Q3 | $666K | Buy |
41,537
+29,017
| +232% | +$465K | 0.06% | 121 |
|
|
2014
Q2 | $217K | Buy |
+12,520
| New | +$217K | 0.02% | 182 |
|