Glassman Wealth Services’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,211
| Closed | -$21.5K | – | 1700 |
|
|
2023
Q4 | $21.5K | Buy |
1,211
+539
| +80% | +$9.59K | ﹤0.01% | 671 |
|
|
2023
Q3 | $11K | Sell |
672
-96
| -13% | -$1.57K | ﹤0.01% | 830 |
|
|
2023
Q2 | $14.9K | Buy |
768
+6
| +0.8% | +$117 | ﹤0.01% | 697 |
|
|
2023
Q1 | $15.1K | Sell |
762
-72
| -9% | -$1.43K | ﹤0.01% | 700 |
|
|
2022
Q4 | $16.1K | Buy |
834
+386
| +86% | +$7.45K | ﹤0.01% | 711 |
|
|
2022
Q3 | $9K | Sell |
448
-96
| -18% | -$1.93K | ﹤0.01% | 839 |
|
|
2022
Q2 | $12K | Buy |
544
+129
| +31% | +$2.85K | ﹤0.01% | 763 |
|
|
2022
Q1 | $11K | Buy |
415
+5
| +1% | +$133 | ﹤0.01% | 808 |
|
|
2021
Q4 | $10K | Buy |
410
+158
| +63% | +$3.85K | ﹤0.01% | 802 |
|
|
2021
Q3 | $6K | Hold |
252
| – | – | ﹤0.01% | 930 |
|
|
2021
Q2 | $6K | Buy |
252
+13
| +5% | +$310 | ﹤0.01% | 888 |
|
|
2021
Q1 | $5K | Buy |
239
+13
| +6% | +$272 | ﹤0.01% | 882 |
|
|
2020
Q4 | $4K | Buy |
226
+184
| +438% | +$3.26K | ﹤0.01% | 924 |
|
|
2020
Q3 | $1K | Buy |
42
+36
| +600% | +$857 | ﹤0.01% | 1242 |
|
|
2020
Q2 | $0 | Sell |
6
-22
| -79% | – | ﹤0.01% | 1544 |
|
|
2020
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 1577 |
|
|
2019
Q2 | – | Sell |
-5,976
| Closed | -$111K | – | 1367 |
|
|
2019
Q1 | $111K | Hold |
5,976
| – | – | 0.05% | 154 |
|
|
2018
Q4 | $99K | Hold |
5,976
| – | – | 0.05% | 140 |
|
|
2018
Q3 | $110K | Buy |
+5,976
| New | +$110K | 0.05% | 150 |
|