Financial Architects (New Jersey)’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-264
| Closed | -$6K | – | 776 |
|
|
2020
Q2 | $6K | Buy |
264
+4
| +2% | +$91 | ﹤0.01% | 709 |
|
|
2020
Q1 | $5K | Buy |
260
+2
| +0.8% | +$38 | ﹤0.01% | 711 |
|
|
2019
Q4 | $7K | Buy |
258
+2
| +0.8% | +$54 | ﹤0.01% | 734 |
|
|
2019
Q3 | $6K | Buy |
256
+2
| +0.8% | +$47 | ﹤0.01% | 799 |
|
|
2019
Q2 | $5K | Buy |
254
+3
| +1% | +$59 | ﹤0.01% | 893 |
|
|
2019
Q1 | $5K | Sell |
251
-13,662
| -98% | -$272K | ﹤0.01% | 1111 |
|
|
2018
Q4 | $237K | Buy |
13,913
+2
| +0% | +$34 | 0.05% | 237 |
|
|
2018
Q3 | $265K | Sell |
13,911
-88
| -0.6% | -$1.68K | 0.04% | 235 |
|
|
2018
Q2 | $285K | Buy |
13,999
+93
| +0.7% | +$1.89K | 0.05% | 231 |
|
|
2018
Q1 | $267K | Buy |
13,906
+6,950
| +100% | +$133K | 0.05% | 231 |
|
|
2017
Q4 | $132K | Buy |
6,956
+2
| +0% | +$38 | 0.02% | 383 |
|
|
2017
Q3 | $134K | Buy |
6,954
+3
| +0% | +$58 | 0.02% | 395 |
|
|
2017
Q2 | $132K | Buy |
6,951
+144
| +2% | +$2.74K | 0.02% | 378 |
|
|
2017
Q1 | $139K | Buy |
6,807
+3,338
| +96% | +$68.2K | 0.02% | 358 |
|
|
2016
Q4 | $75K | Buy |
3,469
+2
| +0.1% | +$43 | 0.02% | 461 |
|
|
2016
Q3 | $72K | Sell |
3,467
-368
| -10% | -$7.64K | 0.02% | 476 |
|
|
2016
Q2 | $74K | Sell |
3,835
-410
| -10% | -$7.91K | 0.02% | 440 |
|
|
2016
Q1 | $82K | Buy |
+4,245
| New | +$82K | 0.03% | 316 |
|
|
2015
Q3 | – | Sell |
-1,103
| Closed | -$22K | – | 910 |
|
|
2015
Q2 | $22K | Buy |
1,103
+2
| +0.2% | +$40 | 0.01% | 609 |
|
|
2015
Q1 | $23K | Buy |
1,101
+678
| +160% | +$14.2K | 0.01% | 543 |
|
|
2014
Q4 | $8K | Buy |
423
+206
| +95% | +$3.9K | ﹤0.01% | 717 |
|
|
2014
Q3 | $3K | Buy |
+217
| New | +$3K | ﹤0.01% | 792 |
|
|
2013
Q4 | – | Sell |
-32
| Closed | -$1K | – | 574 |
|
|
2013
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 719 |
|