Gideon Capital Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,467
| Closed | -$267K | – | 450 |
|
|
2019
Q1 | $267K | Buy |
14,467
+2,159
| +18% | +$39.8K | 0.1% | 298 |
|
|
2018
Q4 | $210K | Buy |
+12,308
| New | +$210K | 0.09% | 344 |
|
|
2017
Q2 | – | Sell |
-30,160
| Closed | -$614K | – | 421 |
|
|
2017
Q1 | $614K | Buy |
+30,160
| New | +$614K | 0.37% | 69 |
|
|
2016
Q2 | – | Sell |
-76,597
| Closed | -$1.48M | – | 259 |
|
|
2016
Q1 | $1.48M | Buy |
76,597
+47,462
| +163% | +$916K | 1.85% | 9 |
|
|
2015
Q4 | $522K | Buy |
+29,135
| New | +$522K | 0.38% | 101 |
|
|
2015
Q3 | – | Sell |
-17,199
| Closed | -$350K | – | 339 |
|
|
2015
Q2 | $350K | Buy |
+17,199
| New | +$350K | 0.14% | 179 |
|
|
2014
Q4 | – | Sell |
-10,539
| Closed | -$169K | – | 320 |
|
|
2014
Q3 | $169K | Buy |
+10,539
| New | +$169K | 0.07% | 245 |
|