LWM
LBA Wealth Management’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $307K | Sell |
15,083
-5,500
| -27% | -$112K | 0.16% | 86 |
|
|
2016
Q4 | $447K | Buy |
20,583
+200
| +1% | +$4.34K | 0.24% | 70 |
|
|
2016
Q3 | $424K | Sell |
20,383
-450
| -2% | -$9.36K | 0.24% | 71 |
|
|
2016
Q2 | $400K | Hold |
20,833
| – | – | 0.22% | 74 |
|
|
2016
Q1 | $402K | Sell |
20,833
-600
| -3% | -$11.6K | 0.23% | 73 |
|
|
2015
Q4 | $384K | Sell |
21,433
-600
| -3% | -$10.8K | 0.22% | 80 |
|
|
2015
Q3 | $405K | Buy |
22,033
+908
| +4% | +$16.7K | 0.26% | 72 |
|
|
2015
Q2 | $429K | Buy |
21,125
+1,900
| +10% | +$38.6K | 0.27% | 67 |
|
|
2015
Q1 | $400K | Buy |
19,225
+500
| +3% | +$10.4K | 0.25% | 67 |
|
|
2014
Q4 | $335K | Sell |
18,725
-300
| -2% | -$5.37K | 0.22% | 66 |
|
|
2014
Q3 | $305K | Buy |
+19,025
| New | +$305K | 0.21% | 61 |
|
|
2014
Q1 | – | Sell |
-5,895
| Closed | -$102K | – | 273 |
|
|
2013
Q4 | $102K | Buy |
+5,895
| New | +$102K | 0.08% | 126 |
|