Glassman Wealth Services’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70
| Closed | -$4.81K | – | 1685 |
|
|
2023
Q4 | $4.81K | Sell |
70
-14
| -17% | -$962 | ﹤0.01% | 1094 |
|
|
2023
Q3 | $6.03K | Hold |
84
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q2 | $6.58K | Buy |
84
+8
| +11% | +$627 | ﹤0.01% | 926 |
|
|
2023
Q1 | $4.72K | Sell |
76
-11
| -13% | -$684 | ﹤0.01% | 1015 |
|
|
2022
Q4 | $4.94K | Buy |
87
+36
| +71% | +$2.04K | ﹤0.01% | 1021 |
|
|
2022
Q3 | $3K | Sell |
51
-20
| -28% | -$1.18K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $6K | Buy |
71
+5
| +8% | +$423 | ﹤0.01% | 970 |
|
|
2022
Q1 | $7K | Buy |
66
+15
| +29% | +$1.59K | ﹤0.01% | 940 |
|
|
2021
Q4 | $6K | Buy |
51
+11
| +28% | +$1.29K | ﹤0.01% | 948 |
|
|
2021
Q3 | $4K | Buy |
40
+4
| +11% | +$400 | ﹤0.01% | 1035 |
|
|
2021
Q2 | $4K | Buy |
36
+3
| +9% | +$333 | ﹤0.01% | 1008 |
|
|
2021
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 930 |
|
|
2020
Q2 | $3K | Buy |
33
+30
| +1,000% | +$2.73K | ﹤0.01% | 793 |
|
|
2020
Q1 | $0 | Sell |
3
-8
| -73% | – | ﹤0.01% | 1570 |
|
|
2019
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1053 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 1364 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1208 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | -$1K | – | 927 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 618 |
|