Laffer Tengler Investments’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-108,047
| Closed | -$2M | – | 180 |
|
|
2019
Q1 | $2M | Hold |
108,047
| – | – | 0.54% | 94 |
|
|
2018
Q4 | $1.84M | Hold |
108,047
| – | – | 0.54% | 91 |
|
|
2018
Q3 | $2.06M | Hold |
108,047
| – | – | 0.51% | 110 |
|
|
2018
Q2 | $2.2M | Hold |
108,047
| – | – | 0.56% | 98 |
|
|
2018
Q1 | $2.08M | Buy |
108,047
+36,452
| +51% | +$701K | 0.52% | 115 |
|
|
2017
Q4 | $1.36M | Hold |
71,595
| – | – | 0.34% | 146 |
|
|
2017
Q3 | $1.37M | Sell |
71,595
-5,190
| -7% | -$99.6K | 0.36% | 139 |
|
|
2017
Q2 | $1.46M | Hold |
76,785
| – | – | 0.37% | 140 |
|
|
2017
Q1 | $1.56M | Hold |
76,785
| – | – | 0.41% | 134 |
|
|
2016
Q4 | $1.67M | Buy |
+76,785
| New | +$1.67M | 0.45% | 118 |
|
|
2014
Q2 | – | Sell |
-117,685
| Closed | -$1.93M | – | 217 |
|
|
2014
Q1 | $1.93M | Hold |
117,685
| – | – | 0.31% | 145 |
|
|
2013
Q4 | $2.03M | Buy |
+117,685
| New | +$2.03M | 0.34% | 136 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 94 |
|