JNBA Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,025
| Closed | -$14.3K | – | 680 |
|
|
2024
Q1 | $14.3K | Hold |
1,025
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $12.2K | Hold |
1,025
| – | – | ﹤0.01% | 445 |
|
|
2023
Q3 | $13.5K | Hold |
1,025
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $12K | Hold |
1,025
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $11.4K | Hold |
1,025
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $14.1K | Hold |
1,025
| – | – | ﹤0.01% | 417 |
|
|
2022
Q3 | $14K | Hold |
1,025
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $17K | Sell |
1,025
-74
| -7% | -$1.23K | ﹤0.01% | 419 |
|
|
2022
Q1 | $21K | Hold |
1,099
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $20K | Hold |
1,099
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $22K | Hold |
1,099
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $25K | Hold |
1,099
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $27K | Hold |
1,099
| – | – | ﹤0.01% | 355 |
|
|
2020
Q4 | $24K | Hold |
1,099
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $24K | Hold |
1,099
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $24K | Hold |
1,099
| – | – | 0.01% | 311 |
|
|
2020
Q1 | $20K | Hold |
1,099
| – | – | ﹤0.01% | 310 |
|
|
2019
Q4 | $29K | Buy |
1,099
+74
| +7% | +$1.95K | 0.01% | 305 |
|
|
2019
Q3 | $24K | Sell |
1,025
-100
| -9% | -$2.34K | ﹤0.01% | 313 |
|
|
2019
Q2 | $22K | Buy |
1,125
+100
| +10% | +$1.96K | ﹤0.01% | 336 |
|
|
2019
Q1 | $19K | Hold |
1,025
| – | – | ﹤0.01% | 334 |
|
|
2018
Q4 | $17K | Sell |
1,025
-275
| -21% | -$4.56K | ﹤0.01% | 325 |
|
|
2018
Q3 | $25K | Buy |
1,300
+275
| +27% | +$5.29K | 0.01% | 296 |
|
|
2018
Q2 | $21K | Hold |
1,025
| – | – | ﹤0.01% | 312 |
|
|
2018
Q1 | $20K | Hold |
1,025
| – | – | ﹤0.01% | 312 |
|
|
2017
Q4 | $19K | Hold |
1,025
| – | – | ﹤0.01% | 318 |
|
|
2017
Q3 | $20K | Hold |
1,025
| – | – | ﹤0.01% | 301 |
|
|
2017
Q2 | $20K | Hold |
1,025
| – | – | ﹤0.01% | 292 |
|
|
2017
Q1 | $21K | Sell |
1,025
-2,068
| -67% | -$42.4K | 0.01% | 288 |
|
|
2016
Q4 | $67K | Sell |
3,093
-3,532
| -53% | -$76.5K | 0.02% | 185 |
|
|
2016
Q3 | $138K | Sell |
6,625
-1,635
| -20% | -$34.1K | 0.02% | 290 |
|
|
2016
Q2 | $158K | Sell |
8,260
-1,384
| -14% | -$26.5K | 0.04% | 136 |
|
|
2016
Q1 | $186K | Sell |
9,644
-300
| -3% | -$5.79K | 0.07% | 106 |
|
|
2015
Q4 | $178K | Sell |
9,944
-2,600
| -21% | -$46.5K | 0.07% | 105 |
|
|
2015
Q3 | $230K | Sell |
12,544
-2,110
| -14% | -$38.7K | 0.1% | 87 |
|
|
2015
Q2 | $298K | Sell |
14,654
-4,350
| -23% | -$88.5K | 0.11% | 77 |
|
|
2015
Q1 | $395K | Sell |
19,004
-4,800
| -20% | -$99.8K | 0.15% | 66 |
|
|
2014
Q4 | $426K | Buy |
23,804
+600
| +3% | +$10.7K | 0.17% | 64 |
|
|
2014
Q3 | $372K | Buy |
23,204
+1,559
| +7% | +$25K | 0.17% | 66 |
|
|
2014
Q2 | $375K | Buy |
21,645
+1,715
| +9% | +$29.7K | 0.18% | 62 |
|
|
2014
Q1 | $326K | Buy |
19,930
+750
| +4% | +$12.3K | 0.17% | 64 |
|
|
2013
Q4 | $331K | Buy |
19,180
+1,350
| +8% | +$23.3K | 0.18% | 64 |
|
|
2013
Q3 | $333K | Buy |
17,830
+500
| +3% | +$9.34K | 0.21% | 61 |
|
|
2013
Q2 | $297K | Buy |
+17,330
| New | +$297K | 0.2% | 62 |
|