First Allied Advisory Services’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 | $258K | Sell |
12,030
-1,899
| -14% | -$40.7K | 0.01% | 964 |
|
2020
Q2 | $301K | Sell |
13,929
-1,549
| -10% | -$33.5K | 0.01% | 839 |
|
2020
Q1 | $281K | Buy |
+15,478
| New | +$281K | 0.01% | 791 |
|
2018
Q4 | – | Sell |
-18,437
| Closed | -$353K | – | 1200 |
|
2018
Q3 | $353K | Sell |
18,437
-872
| -5% | -$16.7K | 0.01% | 841 |
|
2018
Q2 | $396K | Sell |
19,309
-3,348
| -15% | -$68.7K | 0.01% | 765 |
|
2018
Q1 | $437K | Sell |
22,657
-300
| -1% | -$5.79K | 0.02% | 722 |
|
2017
Q4 | $434K | Buy |
22,957
+7,363
| +47% | +$139K | 0.02% | 712 |
|
2017
Q3 | $303K | Sell |
15,594
-14,536
| -48% | -$282K | 0.01% | 806 |
|
2017
Q2 | $578K | Sell |
30,130
-6,906
| -19% | -$132K | 0.03% | 574 |
|
2017
Q1 | $755K | Buy |
37,036
+1,878
| +5% | +$38.3K | 0.04% | 460 |
|
2016
Q4 | $764K | Buy |
35,158
+14,359
| +69% | +$312K | 0.04% | 460 |
|
2016
Q3 | $433K | Sell |
20,799
-16,816
| -45% | -$350K | 0.02% | 620 |
|
2016
Q2 | $721K | Sell |
37,615
-6,112
| -14% | -$117K | 0.04% | 439 |
|
2016
Q1 | $842K | Sell |
43,727
-5,092
| -10% | -$98.1K | 0.05% | 407 |
|
2015
Q4 | $873K | Buy |
48,819
+9,114
| +23% | +$163K | 0.05% | 418 |
|
2015
Q3 | $724K | Sell |
39,705
-364
| -0.9% | -$6.64K | 0.04% | 440 |
|
2015
Q2 | $808K | Sell |
40,069
-2,676
| -6% | -$54K | 0.04% | 450 |
|
2015
Q1 | $887K | Sell |
42,745
-664
| -2% | -$13.8K | 0.06% | 385 |
|
2014
Q4 | $779K | Buy |
43,409
+15,159
| +54% | +$272K | 0.06% | 391 |
|
2014
Q3 | $452K | Buy |
28,250
+16,342
| +137% | +$261K | 0.04% | 546 |
|
2014
Q2 | $210K | Sell |
11,908
-8,271
| -41% | -$146K | 0.02% | 869 |
|
2014
Q1 | $333K | Buy |
20,179
+5,865
| +41% | +$96.8K | 0.03% | 675 |
|
2013
Q4 | $247K | Buy |
+14,314
| New | +$247K | 0.02% | 749 |
|