Ellevest Inc’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,012
| Closed | -$393K | – | 382 |
|
|
2023
Q2 | $393K | Buy |
5,012
+551
| +12% | +$43.2K | 0.03% | 212 |
|
|
2023
Q1 | $277K | Buy |
4,461
+1,241
| +39% | +$77.1K | 0.02% | 261 |
|
|
2022
Q4 | $183K | Buy |
3,220
+673
| +26% | +$38.2K | 0.02% | 318 |
|
|
2022
Q3 | $152K | Sell |
2,547
-273
| -10% | -$16.3K | 0.01% | 329 |
|
|
2022
Q2 | $226K | Sell |
2,820
-766
| -21% | -$61.4K | 0.02% | 256 |
|
|
2022
Q1 | $371K | Buy |
3,586
+489
| +16% | +$50.6K | 0.03% | 188 |
|
|
2021
Q4 | $367K | Buy |
3,097
+694
| +29% | +$82.2K | 0.03% | 170 |
|
|
2021
Q3 | $270K | Buy |
2,403
+258
| +12% | +$29K | 0.03% | 218 |
|
|
2021
Q2 | $236K | Buy |
2,145
+232
| +12% | +$25.5K | 0.02% | 222 |
|
|
2021
Q1 | $172K | Buy |
1,913
+107
| +6% | +$9.62K | 0.02% | 255 |
|
|
2020
Q4 | $179K | Buy |
1,806
+436
| +32% | +$43.2K | 0.03% | 186 |
|
|
2020
Q3 | $115K | Buy |
1,370
+324
| +31% | +$27.2K | 0.02% | 227 |
|
|
2020
Q2 | $91K | Buy |
1,046
+496
| +90% | +$43.2K | 0.02% | 227 |
|
|
2020
Q1 | $36K | Buy |
550
+176
| +47% | +$11.5K | 0.01% | 303 |
|
|
2019
Q4 | $32K | Buy |
+374
| New | +$32K | 0.01% | 316 |
|