Intercontinental Wealth Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29,649
| Closed | -$592K | – | 276 |
|
|
2022
Q3 | $592K | Sell |
29,649
-557
| -2% | -$11.1K | 0.19% | 124 |
|
|
2022
Q2 | $671K | Hold |
30,206
| – | – | 0.18% | 116 |
|
|
2022
Q1 | $790K | Sell |
30,206
-173
| -0.6% | -$4.53K | 0.18% | 112 |
|
|
2021
Q4 | $717K | Buy |
30,379
+2,233
| +8% | +$52.7K | 0.15% | 134 |
|
|
2021
Q3 | $619K | Sell |
28,146
-537
| -2% | -$11.8K | 0.14% | 141 |
|
|
2021
Q2 | $644K | Buy |
28,683
+617
| +2% | +$13.9K | 0.13% | 139 |
|
|
2021
Q1 | $559K | Buy |
28,066
+1,283
| +5% | +$25.6K | 0.12% | 150 |
|
|
2020
Q4 | $530K | Buy |
26,783
+4,974
| +23% | +$98.4K | 0.13% | 139 |
|
|
2020
Q3 | $383K | Buy |
21,809
+961
| +5% | +$16.9K | 0.11% | 139 |
|
|
2020
Q2 | $349K | Buy |
20,848
+1,830
| +10% | +$30.6K | 0.11% | 133 |
|
|
2020
Q1 | $297K | Buy |
19,018
+8,216
| +76% | +$128K | 0.16% | 116 |
|
|
2019
Q4 | $217K | Sell |
10,802
-8,168
| -43% | -$164K | 0.18% | 95 |
|
|
2019
Q3 | $338K | Sell |
18,970
-248
| -1% | -$4.42K | 0.21% | 95 |
|
|
2019
Q2 | $356K | Sell |
19,218
-406
| -2% | -$7.52K | 0.18% | 82 |
|
|
2019
Q1 | $363K | Buy |
+19,624
| New | +$363K | 0.18% | 78 |
|