Heritage Wealth Management (Arizona)’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.58K | Buy |
116
+58
| +100% | +$3.29K | ﹤0.01% | 839 |
|
|
2022
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 847 |
|
|
2022
Q2 | $4.64K | Hold |
58
| – | – | ﹤0.01% | 778 |
|
|
2022
Q1 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 781 |
|
|
2021
Q3 | $13K | Hold |
119
| – | – | ﹤0.01% | 631 |
|
|
2021
Q2 | $13K | Sell |
119
-30
| -20% | -$3.28K | ﹤0.01% | 632 |
|
|
2021
Q1 | $13K | Buy |
+149
| New | +$13K | 0.01% | 553 |
|