EF
Empirical Finance’s Western Union WU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-32,570
| Closed | -$382K | – | 521 |
|
2023
Q2 | $382K | Sell |
32,570
-43
| -0.1% | -$504 | 0.03% | 430 |
|
2023
Q1 | $364K | Sell |
32,613
-567
| -2% | -$6.32K | 0.03% | 422 |
|
2022
Q4 | $457K | Sell |
33,180
-59
| -0.2% | -$812 | 0.05% | 352 |
|
2022
Q3 | $449K | Buy |
+33,239
| New | +$449K | 0.05% | 313 |
|
2021
Q3 | – | Sell |
-30,276
| Closed | -$695K | – | 437 |
|
2021
Q2 | $695K | Sell |
30,276
-19,507
| -39% | -$448K | 0.11% | 207 |
|
2021
Q1 | $1.09M | Hold |
49,783
| – | – | 0.19% | 127 |
|
2020
Q4 | $1.09M | Buy |
49,783
+712
| +1% | +$15.6K | 0.19% | 127 |
|
2020
Q3 | $1.05M | Buy |
+49,071
| New | +$1.05M | 0.23% | 116 |
|
2020
Q1 | – | Sell |
-55,875
| Closed | -$1.5M | – | 243 |
|
2019
Q4 | $1.5M | Buy |
55,875
+1,232
| +2% | +$33K | 0.36% | 52 |
|
2019
Q3 | $1.27M | Sell |
54,643
-82,407
| -60% | -$1.91M | 0.35% | 66 |
|
2019
Q2 | $2.73M | Buy |
137,050
+1,179
| +0.9% | +$23.5K | 0.75% | 19 |
|
2019
Q1 | $2.51M | Buy |
135,871
+53,518
| +65% | +$989K | 0.64% | 21 |
|
2018
Q4 | $1.41M | Sell |
82,353
-94
| -0.1% | -$1.6K | 0.42% | 47 |
|
2018
Q3 | $1.57M | Buy |
+82,447
| New | +$1.57M | 0.39% | 45 |
|
2018
Q2 | – | Sell |
-135,871
| Closed | -$2.51M | – | 204 |
|
2018
Q1 | $2.51M | Buy |
+135,871
| New | +$2.51M | 0.64% | 21 |
|
2017
Q1 | – | Sell |
-237
| Closed | -$6K | – | 579 |
|
2016
Q4 | $6K | Buy |
+237
| New | +$6K | ﹤0.01% | 508 |
|