James Investment Research’s Telus TU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-4,000
| Closed | -$65K | – | 773 |
|
2017
Q1 | $65K | Hold |
4,000
| – | – | ﹤0.01% | 515 |
|
2016
Q4 | $64K | Hold |
4,000
| – | – | ﹤0.01% | 394 |
|
2016
Q3 | $66K | Hold |
4,000
| – | – | ﹤0.01% | 386 |
|
2016
Q2 | $64K | Sell |
4,000
-2,800
| -41% | -$44.8K | ﹤0.01% | 345 |
|
2016
Q1 | $111K | Sell |
6,800
-18,160
| -73% | -$296K | ﹤0.01% | 300 |
|
2015
Q4 | $345K | Sell |
24,960
-6,800
| -21% | -$94K | 0.01% | 258 |
|
2015
Q3 | $501K | Hold |
31,760
| – | – | 0.01% | 246 |
|
2015
Q2 | $547K | Sell |
31,760
-86,800
| -73% | -$1.49M | 0.01% | 261 |
|
2015
Q1 | $1.97M | Sell |
118,560
-52,360
| -31% | -$870K | 0.05% | 199 |
|
2014
Q4 | $3.08M | Hold |
170,920
| – | – | 0.08% | 161 |
|
2014
Q3 | $2.92M | Hold |
170,920
| – | – | 0.09% | 159 |
|
2014
Q2 | $3.18M | Sell |
170,920
-121,680
| -42% | -$2.27M | 0.1% | 147 |
|
2014
Q1 | $5.26M | Sell |
292,600
-59,120
| -17% | -$1.06M | 0.17% | 124 |
|
2013
Q4 | $6.06M | Buy |
351,720
+16,820
| +5% | +$290K | 0.19% | 120 |
|
2013
Q3 | $5.55M | Sell |
334,900
-900
| -0.3% | -$14.9K | 0.21% | 116 |
|
2013
Q2 | $4.9M | Buy |
+335,800
| New | +$4.9M | 0.2% | 108 |
|