Goelzer Investment Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-147,652
| Closed | -$2.64M | – | 212 |
|
|
2015
Q4 | $2.64M | Buy |
147,652
+1,388
| +0.9% | +$24.9K | 0.39% | 112 |
|
|
2015
Q3 | $2.69M | Buy |
146,264
+4,740
| +3% | +$87K | 0.43% | 101 |
|
|
2015
Q2 | $2.88M | Sell |
141,524
-4,327
| -3% | -$88K | 0.43% | 104 |
|
|
2015
Q1 | $3.04M | Sell |
145,851
-7,339
| -5% | -$153K | 0.46% | 97 |
|
|
2014
Q4 | $2.74M | Buy |
153,190
+7,308
| +5% | +$131K | 0.41% | 114 |
|
|
2014
Q3 | $2.34M | Sell |
145,882
-3,360
| -2% | -$53.9K | 0.39% | 114 |
|
|
2014
Q2 | $2.59M | Buy |
149,242
+17,012
| +13% | +$295K | 0.43% | 109 |
|
|
2014
Q1 | $2.16M | Buy |
132,230
+10,845
| +9% | +$177K | 0.39% | 115 |
|
|
2013
Q4 | $2.09M | Sell |
121,385
-4,760
| -4% | -$82.1K | 0.38% | 112 |
|
|
2013
Q3 | $2.35M | Sell |
126,145
-139,575
| -53% | -$2.6M | 0.48% | 97 |
|
|
2013
Q2 | $4.55M | Buy |
+265,720
| New | +$4.55M | 0.48% | 99 |
|