Foster & Motley’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,858
| Closed | -$185K | – | 241 |
|
|
2018
Q4 | $185K | Sell |
10,858
-1,191
| -10% | -$20.3K | 0.03% | 228 |
|
|
2018
Q3 | $230K | Buy |
12,049
+1,843
| +18% | +$35.2K | 0.03% | 225 |
|
|
2018
Q2 | $207K | Buy |
+10,206
| New | +$207K | 0.03% | 232 |
|
|
2018
Q1 | – | Sell |
-18,732
| Closed | -$356K | – | 226 |
|
|
2017
Q4 | $356K | Sell |
18,732
-12,845
| -41% | -$244K | 0.06% | 177 |
|
|
2017
Q3 | $606K | Sell |
31,577
-10,091
| -24% | -$194K | 0.1% | 139 |
|
|
2017
Q2 | $794K | Sell |
41,668
-10,956
| -21% | -$209K | 0.14% | 124 |
|
|
2017
Q1 | $1.07M | Buy |
52,624
+1,902
| +4% | +$38.7K | 0.2% | 105 |
|
|
2016
Q4 | $1.1M | Buy |
50,722
+610
| +1% | +$13.3K | 0.21% | 102 |
|
|
2016
Q3 | $1.04M | Sell |
50,112
-1,295
| -3% | -$27K | 0.2% | 111 |
|
|
2016
Q2 | $986K | Sell |
51,407
-2,268
| -4% | -$43.5K | 0.19% | 106 |
|
|
2016
Q1 | $1.04M | Sell |
53,675
-25,176
| -32% | -$485K | 0.21% | 102 |
|
|
2015
Q4 | $1.41M | Buy |
78,851
+6,842
| +10% | +$123K | 0.3% | 93 |
|
|
2015
Q3 | $1.32M | Buy |
72,009
+30,924
| +75% | +$567K | 0.3% | 92 |
|
|
2015
Q2 | $835K | Buy |
41,085
+25,221
| +159% | +$513K | 0.18% | 107 |
|
|
2015
Q1 | $330K | Buy |
+15,864
| New | +$330K | 0.07% | 146 |
|
|
2014
Q1 | – | Sell |
-12,750
| Closed | -$220K | – | 170 |
|
|
2013
Q4 | $220K | Sell |
12,750
-4,983
| -28% | -$86K | 0.06% | 152 |
|
|
2013
Q3 | $331K | Sell |
17,733
-182
| -1% | -$3.4K | 0.09% | 123 |
|
|
2013
Q2 | $307K | Buy |
+17,915
| New | +$307K | 0.09% | 122 |
|