Integrated Wealth Management’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,078
| Closed | -$18K | – | 952 |
|
|
2016
Q3 | $18K | Sell |
1,078
-1,390
| -56% | -$23.2K | 0.01% | 631 |
|
|
2016
Q2 | $40K | Sell |
2,468
-2,328
| -49% | -$37.7K | 0.02% | 446 |
|
|
2016
Q1 | $78K | Sell |
4,796
-492
| -9% | -$8K | 0.03% | 317 |
|
|
2015
Q4 | $73K | Sell |
5,288
-2,438
| -32% | -$33.7K | 0.03% | 330 |
|
|
2015
Q3 | $122K | Sell |
7,726
-6,978
| -47% | -$110K | 0.05% | 247 |
|
|
2015
Q2 | $253K | Sell |
14,704
-6,010
| -29% | -$103K | 0.1% | 158 |
|
|
2015
Q1 | $344K | Buy |
+20,714
| New | +$344K | 0.14% | 125 |
|