Fingerlakes Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,303
| Closed | -$133K | – | 86 |
|
|
2023
Q2 | $133K | Sell |
11,303
-1,300
| -10% | -$15.2K | 0.15% | 85 |
|
|
2023
Q1 | $141K | Buy |
12,603
+24
| +0.2% | +$268 | 0.18% | 86 |
|
|
2022
Q4 | $173K | Sell |
12,579
-571
| -4% | -$7.86K | 0.24% | 85 |
|
|
2022
Q3 | $178K | Buy |
13,150
+184
| +1% | +$2.49K | 0.26% | 83 |
|
|
2022
Q2 | $214K | Buy |
12,966
+183
| +1% | +$3.02K | 0.29% | 85 |
|
|
2022
Q1 | $240K | Buy |
12,783
+128
| +1% | +$2.4K | 0.28% | 87 |
|
|
2021
Q4 | $225K | Buy |
+12,655
| New | +$225K | 0.25% | 87 |
|