Howe & Rusling’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-54
| Closed | -$1K | – | 910 |
|
|
2018
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 825 |
|
|
2018
Q2 | $1K | Sell |
54
-16
| -23% | -$296 | ﹤0.01% | 786 |
|
|
2018
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 896 |
|
|
2017
Q4 | – | Sell |
-165
| Closed | -$3K | – | 922 |
|
|
2017
Q3 | $3K | Hold |
165
| – | – | ﹤0.01% | 697 |
|
|
2017
Q2 | $3K | Hold |
165
| – | – | ﹤0.01% | 753 |
|
|
2017
Q1 | $3K | Hold |
165
| – | – | ﹤0.01% | 783 |
|
|
2016
Q4 | $4K | Sell |
165
-225
| -58% | -$5.46K | ﹤0.01% | 736 |
|
|
2016
Q3 | $8K | Sell |
390
-1,100
| -74% | -$22.6K | ﹤0.01% | 576 |
|
|
2016
Q2 | $29K | Hold |
1,490
| – | – | 0.01% | 292 |
|
|
2016
Q1 | $29K | Hold |
1,490
| – | – | 0.01% | 349 |
|
|
2015
Q4 | $27K | Hold |
1,490
| – | – | 0.01% | 338 |
|
|
2015
Q3 | $27K | Hold |
1,490
| – | – | 0.01% | 345 |
|
|
2015
Q2 | $30K | Hold |
1,490
| – | – | 0.01% | 356 |
|
|
2015
Q1 | $31K | Hold |
1,490
| – | – | 0.01% | 337 |
|
|
2014
Q4 | $27K | Hold |
1,490
| – | – | 0.01% | 354 |
|
|
2014
Q3 | $24K | Hold |
1,490
| – | – | 0.01% | 365 |
|
|
2014
Q2 | $26K | Sell |
1,490
-310
| -17% | -$5.41K | 0.01% | 358 |
|
|
2014
Q1 | $29K | Hold |
1,800
| – | – | 0.01% | 404 |
|
|
2013
Q4 | $31K | Sell |
1,800
-50
| -3% | -$861 | 0.01% | 354 |
|
|
2013
Q3 | $34K | Hold |
1,850
| – | – | 0.01% | 396 |
|
|
2013
Q2 | $32K | Buy |
+1,850
| New | +$32K | 0.01% | 415 |
|