Grassi Investment Management’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,050
| Closed | -$236K | – | 135 |
|
|
2024
Q3 | $236K | Sell |
14,050
-4,900
| -26% | -$82.3K | 0.02% | 117 |
|
|
2024
Q2 | $287K | Sell |
18,950
-25,200
| -57% | -$382K | 0.03% | 115 |
|
|
2024
Q1 | $707K | Sell |
44,150
-3,350
| -7% | -$53.6K | 0.06% | 88 |
|
|
2023
Q4 | $845K | Sell |
47,500
-300
| -0.6% | -$5.34K | 0.09% | 79 |
|
|
2023
Q3 | $781K | Sell |
47,800
-3,700
| -7% | -$60.5K | 0.09% | 82 |
|
|
2023
Q2 | $1M | Sell |
51,500
-600
| -1% | -$11.7K | 0.11% | 76 |
|
|
2023
Q1 | $1.04M | Sell |
52,100
-3,100
| -6% | -$61.6K | 0.13% | 74 |
|
|
2022
Q4 | $1.07M | Sell |
55,200
-1,400
| -2% | -$27K | 0.14% | 72 |
|
|
2022
Q3 | $1.12M | Sell |
56,600
-70,100
| -55% | -$1.39M | 0.16% | 74 |
|
|
2022
Q2 | $2.82M | Sell |
126,700
-1,300
| -1% | -$29K | 0.37% | 63 |
|
|
2022
Q1 | $3.35M | Buy |
128,000
+3,950
| +3% | +$103K | 0.35% | 64 |
|
|
2021
Q4 | $2.92M | Buy |
124,050
+14,650
| +13% | +$345K | 0.29% | 68 |
|
|
2021
Q3 | $2.4M | Buy |
+109,400
| New | +$2.4M | 0.27% | 70 |
|