Global Retirement Partners’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.1K | Buy |
+535
| New | +$47.1K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $7.14K | Buy |
77
+8
| +12% | +$742 | ﹤0.01% | 2521 |
|
|
2024
Q3 | $7.22K | Buy |
69
+22
| +47% | +$2.3K | ﹤0.01% | 2402 |
|
|
2024
Q2 | $3.49K | Buy |
47
+17
| +57% | +$1.26K | ﹤0.01% | 2769 |
|
|
2024
Q1 | $2.39K | Sell |
30
-8
| -21% | -$638 | ﹤0.01% | 2679 |
|
|
2023
Q4 | $2.65K | Sell |
38
-199
| -84% | -$13.9K | ﹤0.01% | 2564 |
|
|
2023
Q3 | $16.6K | Buy |
237
+13
| +6% | +$910 | ﹤0.01% | 1726 |
|
|
2023
Q2 | $17.5K | Hold |
224
| – | – | ﹤0.01% | 1725 |
|
|
2023
Q1 | $14.7K | Sell |
224
-292
| -57% | -$19.1K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $29.3K | Buy |
516
+36
| +8% | +$2.04K | ﹤0.01% | 1311 |
|
|
2022
Q3 | $28K | Sell |
480
-17
| -3% | -$992 | ﹤0.01% | 1249 |
|
|
2022
Q2 | $40K | Hold |
497
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q1 | $41K | Buy |
+497
| New | +$41K | ﹤0.01% | 1081 |
|
|
2021
Q4 | – | Sell |
-225
| Closed | -$25K | – | 1670 |
|
|
2021
Q3 | $25K | Buy |
225
+90
| +67% | +$10K | ﹤0.01% | 1141 |
|
|
2021
Q2 | $15K | Buy |
135
+96
| +246% | +$10.7K | ﹤0.01% | 1281 |
|
|
2021
Q1 | $4K | Buy |
39
+17
| +77% | +$1.74K | ﹤0.01% | 1545 |
|
|
2020
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1628 |
|
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1492 |
|
|
2020
Q1 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 1531 |
|
|
2019
Q4 | $2K | Sell |
26
-54
| -68% | -$4.15K | ﹤0.01% | 1491 |
|
|
2019
Q3 | $6K | Buy |
80
+54
| +208% | +$4.05K | ﹤0.01% | 1270 |
|
|
2019
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1458 |
|
|
2018
Q4 | – | Sell |
-191
| Closed | -$14K | – | 1558 |
|
|
2018
Q3 | $14K | Hold |
191
| – | – | ﹤0.01% | 947 |
|
|
2018
Q2 | $14K | Buy |
+191
| New | +$14K | ﹤0.01% | 913 |
|