Kestra Private Wealth Services’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-94,900
| Closed | -$1.59M | – | 1491 |
|
|
2024
Q3 | $1.59M | Sell |
94,900
-1,073
| -1% | -$18K | 0.03% | 480 |
|
|
2024
Q2 | $1.45M | Buy |
95,973
+767
| +0.8% | +$11.6K | 0.03% | 471 |
|
|
2024
Q1 | $1.52M | Buy |
95,206
+3,738
| +4% | +$59.8K | 0.03% | 446 |
|
|
2023
Q4 | $1.63M | Buy |
91,468
+1,418
| +2% | +$25.2K | 0.04% | 399 |
|
|
2023
Q3 | $1.47M | Buy |
90,050
+3,806
| +4% | +$62.2K | 0.05% | 375 |
|
|
2023
Q2 | $1.68M | Sell |
86,244
-675
| -0.8% | -$13.1K | 0.06% | 331 |
|
|
2023
Q1 | $1.73M | Buy |
86,919
+4,710
| +6% | +$93.5K | 0.07% | 296 |
|
|
2022
Q4 | $1.59M | Buy |
82,209
+8,194
| +11% | +$158K | 0.08% | 276 |
|
|
2022
Q3 | $1.47M | Buy |
74,015
+5,606
| +8% | +$111K | 0.09% | 262 |
|
|
2022
Q2 | $1.52M | Buy |
+68,409
| New | +$1.52M | 0.09% | 265 |
|
|
2022
Q1 | – | Sell |
-62,294
| Closed | -$1.47M | – | 1063 |
|
|
2021
Q4 | $1.47M | Buy |
+62,294
| New | +$1.47M | 0.07% | 298 |
|
|
2021
Q1 | – | Sell |
-49,061
| Closed | -$973K | – | 847 |
|
|
2020
Q4 | $973K | Buy |
49,061
+22,672
| +86% | +$450K | 0.07% | 274 |
|
|
2020
Q3 | $465K | Buy |
+26,389
| New | +$465K | 0.04% | 397 |
|