Gofen & Glossberg’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,588
| Closed | -$203K | – | 472 |
|
|
2019
Q4 | $203K | Buy |
+7,588
| New | +$203K | 0.01% | 445 |
|
|
2018
Q3 | – | Sell |
-9,976
| Closed | -$203K | – | 474 |
|
|
2018
Q2 | $203K | Sell |
9,976
-15,920
| -61% | -$324K | 0.01% | 425 |
|
|
2018
Q1 | $498K | Sell |
25,896
-2,796
| -10% | -$53.8K | 0.02% | 281 |
|
|
2017
Q4 | $545K | Sell |
28,692
-19,919
| -41% | -$378K | 0.02% | 278 |
|
|
2017
Q3 | $933K | Sell |
48,611
-39,215
| -45% | -$753K | 0.03% | 223 |
|
|
2017
Q2 | $1.67M | Sell |
87,826
-3,731
| -4% | -$71.1K | 0.06% | 183 |
|
|
2017
Q1 | $1.86M | Sell |
91,557
-4,879
| -5% | -$99.3K | 0.07% | 171 |
|
|
2016
Q4 | $2.1M | Sell |
96,436
-987
| -1% | -$21.4K | 0.09% | 157 |
|
|
2016
Q3 | $2.03M | Sell |
97,423
-11,987
| -11% | -$250K | 0.08% | 161 |
|
|
2016
Q2 | $2.1M | Sell |
109,410
-1,367
| -1% | -$26.2K | 0.09% | 158 |
|
|
2016
Q1 | $2.14M | Sell |
110,777
-18,430
| -14% | -$356K | 0.09% | 156 |
|
|
2015
Q4 | $2.31M | Sell |
129,207
-11,810
| -8% | -$212K | 0.1% | 148 |
|
|
2015
Q3 | $2.59M | Sell |
141,017
-49,914
| -26% | -$916K | 0.12% | 134 |
|
|
2015
Q2 | $3.88M | Sell |
190,931
-6,423
| -3% | -$131K | 0.16% | 115 |
|
|
2015
Q1 | $4.11M | Sell |
197,354
-1,372
| -0.7% | -$28.6K | 0.18% | 113 |
|
|
2014
Q4 | $3.56M | Sell |
198,726
-34,867
| -15% | -$624K | 0.15% | 119 |
|
|
2014
Q3 | $3.75M | Sell |
233,593
-81,963
| -26% | -$1.31M | 0.17% | 117 |
|
|
2014
Q2 | $5.47M | Sell |
315,556
-17,755
| -5% | -$308K | 0.24% | 101 |
|
|
2014
Q1 | $5.58M | Sell |
333,311
-8,546
| -2% | -$143K | 0.26% | 97 |
|
|
2013
Q4 | $5.9M | Sell |
341,857
-1,056
| -0.3% | -$18.2K | 0.28% | 89 |
|
|
2013
Q3 | $6.4M | Sell |
342,913
-6,780
| -2% | -$127K | 0.33% | 78 |
|
|
2013
Q2 | $5.98M | Buy |
+349,693
| New | +$5.98M | 0.32% | 78 |
|