FinTrust Capital Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-258
| Closed | -$4.22K | – | 1311 |
|
2023
Q3 | $4.22K | Sell |
258
-130
| -34% | -$2.12K | ﹤0.01% | 907 |
|
2023
Q2 | $7.49K | Hold |
388
| – | – | ﹤0.01% | 803 |
|
2023
Q1 | $7.49K | Hold |
388
| – | – | ﹤0.01% | 799 |
|
2022
Q4 | $7.49K | Hold |
388
| – | – | ﹤0.01% | 801 |
|
2022
Q3 | $8K | Hold |
388
| – | – | ﹤0.01% | 941 |
|
2022
Q2 | $9K | Sell |
388
-32
| -8% | -$742 | ﹤0.01% | 921 |
|
2022
Q1 | $11K | Hold |
420
| – | – | ﹤0.01% | 923 |
|
2021
Q4 | $10K | Sell |
420
-35
| -8% | -$833 | ﹤0.01% | 917 |
|
2021
Q3 | $10K | Hold |
455
| – | – | ﹤0.01% | 911 |
|
2021
Q2 | $10K | Hold |
455
| – | – | ﹤0.01% | 928 |
|
2021
Q1 | $9K | Sell |
455
-55
| -11% | -$1.09K | ﹤0.01% | 920 |
|
2020
Q4 | $10K | Hold |
510
| – | – | ﹤0.01% | 839 |
|
2020
Q3 | $9 | Hold |
510
| – | – | ﹤0.01% | 839 |
|
2020
Q2 | $9K | Sell |
510
-60
| -11% | -$1.06K | ﹤0.01% | 742 |
|
2020
Q1 | $9K | Sell |
570
-34
| -6% | -$537 | ﹤0.01% | 774 |
|
2019
Q4 | $12K | Sell |
604
-34
| -5% | -$675 | ﹤0.01% | 720 |
|
2019
Q3 | $11K | Sell |
638
-102
| -14% | -$1.76K | ﹤0.01% | 724 |
|
2019
Q2 | $14K | Hold |
740
| – | – | 0.01% | 665 |
|
2019
Q1 | $14K | Hold |
740
| – | – | 0.01% | 687 |
|
2018
Q4 | $12K | Buy |
+740
| New | +$12K | 0.01% | 723 |
|