LA
Lucus Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $216K | Sell |
11,238
-6,040
| -35% | -$116K | 0.37% | 122 |
|
|
2017
Q4 | $328K | Buy |
+17,278
| New | +$328K | 0.48% | 148 |
|
|
2017
Q2 | – | Sell |
-20,009
| Closed | -$407K | – | 264 |
|
|
2017
Q1 | $407K | Buy |
+20,009
| New | +$407K | 0.38% | 153 |
|
|
2016
Q4 | – | Sell |
-19,119
| Closed | -$398K | – | 183 |
|
|
2016
Q3 | $398K | Buy |
19,119
+902
| +5% | +$18.8K | 0.34% | 73 |
|
|
2016
Q2 | $349K | Sell |
18,217
-8,872
| -33% | -$170K | 0.29% | 133 |
|
|
2016
Q1 | $523K | Buy |
27,089
+1,863
| +7% | +$36K | 0.31% | 105 |
|
|
2015
Q4 | $452K | Buy |
25,226
+351
| +1% | +$6.29K | 0.27% | 102 |
|
|
2015
Q3 | $457K | Buy |
24,875
+1,332
| +6% | +$24.5K | 0.25% | 92 |
|
|
2015
Q2 | $479K | Sell |
23,543
-3,889
| -14% | -$79.1K | 0.23% | 249 |
|
|
2015
Q1 | $571K | Buy |
27,432
+1,716
| +7% | +$35.7K | 0.29% | 25 |
|
|
2014
Q4 | $461K | Buy |
+25,716
| New | +$461K | 0.21% | 192 |
|