LWM
Lyons Wealth Management’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-47,262
| Closed | -$902K | – | 61 |
|
|
2017
Q2 | $902K | Buy |
47,262
+6,661
| +16% | +$127K | 1.27% | 19 |
|
|
2017
Q1 | $827K | Buy |
40,601
+615
| +2% | +$12.5K | 0.87% | 24 |
|
|
2016
Q4 | $869K | Sell |
39,986
-3,172
| -7% | -$68.9K | 1.19% | 16 |
|
|
2016
Q3 | $898K | Sell |
43,158
-636
| -1% | -$13.2K | 1.24% | 10 |
|
|
2016
Q2 | $843K | Sell |
43,794
-4,653
| -10% | -$89.6K | 1.27% | 14 |
|
|
2016
Q1 | $937K | Buy |
48,447
+2,207
| +5% | +$42.7K | 1.35% | 13 |
|
|
2015
Q4 | $829K | Buy |
46,240
+2,601
| +6% | +$46.6K | 1.06% | 24 |
|
|
2015
Q3 | $798K | Sell |
43,639
-2,942
| -6% | -$53.8K | 1.02% | 25 |
|
|
2015
Q2 | $948K | Buy |
+46,581
| New | +$948K | 1.08% | 19 |
|
|
2015
Q1 | – | Sell |
-63,177
| Closed | -$1.13M | – | 62 |
|
|
2014
Q4 | $1.13M | Buy |
+63,177
| New | +$1.13M | 1.19% | 20 |
|
|
2014
Q3 | – | Sell |
-56,546
| Closed | -$979K | – | 86 |
|
|
2014
Q2 | $979K | Buy |
+56,546
| New | +$979K | 0.87% | 27 |
|