IMA Advisory Services’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,360
| Closed | -$239K | – | 133 |
|
|
2015
Q4 | $239K | Sell |
13,360
-440
| -3% | -$7.87K | 0.15% | 102 |
|
|
2015
Q3 | $253K | Sell |
13,800
-1,690
| -11% | -$31K | 0.16% | 98 |
|
|
2015
Q2 | $315K | Sell |
15,490
-570
| -4% | -$11.6K | 0.15% | 112 |
|
|
2015
Q1 | $334K | Hold |
16,060
| – | – | 0.16% | 113 |
|
|
2014
Q4 | $288K | Sell |
16,060
-6,860
| -30% | -$123K | 0.15% | 124 |
|
|
2014
Q3 | $368K | Sell |
22,920
-2,340
| -9% | -$37.6K | 0.17% | 125 |
|
|
2014
Q2 | $438K | Sell |
25,260
-350
| -1% | -$6.07K | 0.2% | 114 |
|
|
2014
Q1 | $419K | Sell |
25,610
-900
| -3% | -$14.7K | 0.2% | 111 |
|
|
2013
Q4 | $457K | Sell |
26,510
-1,480
| -5% | -$25.5K | 0.22% | 104 |
|
|
2013
Q3 | $522K | Buy |
+27,990
| New | +$522K | 0.26% | 101 |
|