LifePlan Financial Group’s Telus TU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$42K	Hold	2,400	–	–	0.02%	261
2020 Q2	$40K	Sell	2,400 -15,038	-86%	-$251K	0.02%	267
2020 Q1	$275K	Hold	17,438	–	–	0.15%	100
2019 Q4	$338K	Hold	17,438	–	–	0.15%	102
2019 Q3	$311K	Hold	17,438	–	–	0.15%	104
2019 Q2	$322K	Hold	17,438	–	–	0.16%	103
2019 Q1	$323K	Hold	17,438	–	–	0.17%	96
2018 Q4	$289K	Hold	17,438	–	–	0.18%	95
2018 Q3	$321K	Hold	17,438	–	–	0.17%	96
2018 Q2	$310K	Sell	17,438 -6,740	-28%	-$120K	0.17%	91
2018 Q1	$425K	Hold	24,178	–	–	0.25%	70
2017 Q4	$435K	Hold	24,178	–	–	0.28%	70
2017 Q3	$435K	Buy	24,178 +220	+0.9%	+$3.96K	0.28%	70
2017 Q2	$414K	Hold	23,958	–	–	0.28%	70
2017 Q1	$389K	Hold	23,958	–	–	0.27%	70
2016 Q4	$382K	Hold	23,958	–	–	0.27%	80
2016 Q3	$395K	Buy	23,958 +3,496	+17%	+$57.6K	0.27%	66
2016 Q2	$329K	Buy	20,462 +3,346	+20%	+$53.8K	0.23%	73
2016 Q1	$278K	Hold	17,116	–	–	0.2%	80
2015 Q4	$237K	Sell	17,116 -1,600	-9%	-$22.2K	0.17%	82
2015 Q3	$295K	Buy	18,716 +1,510	+9%	+$23.8K	0.21%	72
2015 Q2	$296K	Sell	17,206 -114	-0.7%	-$1.96K	0.2%	78
2015 Q1	$288K	Buy	17,320 +2,194	+15%	+$36.5K	0.19%	61
2014 Q4	$273K	Buy	15,126 +2,824	+23%	+$51K	0.18%	61
2014 Q3	$210K	Hold	12,302	–	–	0.18%	64
2014 Q2	$229K	Hold	12,302	–	–	0.16%	59
2014 Q1	$221K	Hold	12,302	–	–	0.18%	58
2013 Q4	$212K	Buy	12,302 +5,600	+84%	+$96.5K	0.14%	55
2013 Q3	$111K	Buy	+6,702	New	+$111K	0.09%	66