IKOS CIF’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,004
| Closed | -$75K | – | 215 |
|
|
2016
Q2 | $75K | Buy |
4,004
+2,204
| +122% | +$41.3K | 0.26% | 77 |
|
|
2016
Q1 | $34K | Sell |
1,800
-7,236
| -80% | -$137K | 0.08% | 132 |
|
|
2015
Q4 | $172K | Buy |
9,036
+6,636
| +277% | +$126K | 0.53% | 88 |
|
|
2015
Q3 | $45K | Buy |
+2,400
| New | +$45K | 0.13% | 161 |
|
|
2015
Q1 | – | Sell |
-1,647
| Closed | -$30K | – | 313 |
|
|
2014
Q4 | $30K | Sell |
1,647
-13,747
| -89% | -$250K | 0.05% | 211 |
|
|
2014
Q3 | $256K | Buy |
+15,394
| New | +$256K | 0.37% | 115 |
|
|
2014
Q1 | – | Sell |
-12,671
| Closed | -$209K | – | 306 |
|
|
2013
Q4 | $209K | Buy |
12,671
+2,313
| +22% | +$38.2K | 0.54% | 66 |
|
|
2013
Q3 | $192K | Buy |
+10,358
| New | +$192K | 0.23% | 111 |
|