Icon Wealth Partners’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,770
| Closed | -$112K | – | 422 |
|
|
2023
Q2 | $112K | Hold |
5,770
| – | – | 0.01% | 389 |
|
|
2023
Q1 | $115K | Buy |
+5,770
| New | +$115K | 0.01% | 386 |
|
|
2019
Q2 | – | Sell |
-7,558
| Closed | -$140K | – | 724 |
|
|
2019
Q1 | $140K | Buy |
7,558
+40
| +0.5% | +$741 | 0.05% | 185 |
|
|
2018
Q4 | $125K | Sell |
7,518
-780
| -9% | -$13K | 0.06% | 189 |
|
|
2018
Q3 | $153K | Sell |
8,298
-818
| -9% | -$15.1K | 0.06% | 204 |
|
|
2018
Q2 | $162K | Hold |
9,116
| – | – | 0.07% | 179 |
|
|
2018
Q1 | $162K | Buy |
9,116
+98
| +1% | +$1.74K | 0.09% | 186 |
|
|
2017
Q4 | $171K | Buy |
+9,018
| New | +$171K | 0.08% | 194 |
|