Icon Wealth Partners’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-168
| Closed | -$11K | – | 716 |
|
2019
Q1 | $11K | Buy |
+168
| New | +$11K | ﹤0.01% | 655 |
|
2018
Q3 | – | Sell |
-178
| Closed | -$13K | – | 689 |
|
2018
Q2 | $13K | Buy |
+178
| New | +$13K | 0.01% | 670 |
|
2018
Q1 | – | Sell |
-190
| Closed | -$10K | – | 689 |
|
2017
Q4 | $10K | Buy |
+190
| New | +$10K | 0.01% | 710 |
|