Kings Point Capital Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $278K | Buy |
2,689
+38
| +1% | +$3.93K | 0.02% | 171 |
|
2021
Q4 | $314K | Hold |
2,651
| – | – | 0.03% | 178 |
|
2021
Q3 | $298K | Hold |
2,651
| – | – | 0.03% | 166 |
|
2021
Q2 | $291K | Hold |
2,651
| – | – | 0.03% | 168 |
|
2021
Q1 | $239K | Buy |
2,651
+1,500
| +130% | +$135K | 0.02% | 178 |
|
2020
Q4 | $114K | Hold |
1,151
| – | – | 0.01% | 229 |
|
2020
Q3 | $97K | Buy |
1,151
+1,000
| +662% | +$84.3K | 0.01% | 236 |
|
2020
Q2 | $13K | Buy |
+151
| New | +$13K | ﹤0.01% | 416 |
|
2020
Q1 | – | Sell |
-151
| Closed | -$13K | – | 493 |
|
2019
Q4 | $13K | Hold |
151
| – | – | ﹤0.01% | 456 |
|
2019
Q3 | $12K | Hold |
151
| – | – | ﹤0.01% | 450 |
|
2019
Q2 | $11K | Buy |
+151
| New | +$11K | ﹤0.01% | 421 |
|