HBK Sorce Advisory’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,085
| Closed | -$366K | – | 614 |
|
2021
Q4 | $366K | Sell |
3,085
-32
| -1% | -$3.8K | 0.02% | 402 |
|
2021
Q3 | $350K | Sell |
3,117
-114
| -4% | -$12.8K | 0.02% | 399 |
|
2021
Q2 | $355K | Buy |
3,231
+30
| +0.9% | +$3.3K | 0.02% | 406 |
|
2021
Q1 | $288K | Buy |
3,201
+260
| +9% | +$23.4K | 0.02% | 408 |
|
2020
Q4 | $292K | Buy |
+2,941
| New | +$292K | 0.02% | 381 |
|