HWAM
Hennion & Walsh Asset Management’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,678
| Closed | -$280K | – | 909 |
|
|
2024
Q3 | $280K | Sell |
2,678
-72
| -3% | -$7.54K | 0.01% | 751 |
|
|
2024
Q2 | $204K | Sell |
2,750
-2,998
| -52% | -$222K | 0.01% | 806 |
|
|
2024
Q1 | $459K | Sell |
5,748
-181
| -3% | -$14.4K | 0.02% | 588 |
|
|
2023
Q4 | $407K | Sell |
5,929
-129
| -2% | -$8.86K | 0.02% | 603 |
|
|
2023
Q3 | $435K | Sell |
6,058
-65
| -1% | -$4.67K | 0.03% | 555 |
|
|
2023
Q2 | $480K | Buy |
6,123
+581
| +10% | +$45.5K | 0.03% | 514 |
|
|
2023
Q1 | $344K | Buy |
5,542
+217
| +4% | +$13.5K | 0.02% | 602 |
|
|
2022
Q4 | $302K | Buy |
+5,325
| New | +$302K | 0.02% | 626 |
|
|
2022
Q3 | – | Sell |
-2,825
| Closed | -$226K | – | 800 |
|
|
2022
Q2 | $226K | Buy |
+2,825
| New | +$226K | 0.01% | 704 |
|