Joseph P. Lucia & Associates’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$36K | – | 448 |
|
|
2022
Q2 | $36K | Sell |
2,200
-1,500
| -41% | -$24.5K | 0.03% | 206 |
|
|
2022
Q1 | $69K | Sell |
3,700
-9,550
| -72% | -$178K | 0.04% | 175 |
|
|
2021
Q4 | $236K | Sell |
13,250
-9,125
| -41% | -$163K | 0.15% | 115 |
|
|
2021
Q3 | $452K | Buy |
22,375
+860
| +4% | +$17.4K | 0.27% | 84 |
|
|
2021
Q2 | $494K | Buy |
+21,515
| New | +$494K | 0.3% | 79 |
|