Mosaic Family Wealth’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,459
| Closed | -$98K | – | 565 |
|
|
2019
Q1 | $98K | Hold |
1,459
| – | – | 0.04% | 237 |
|
|
2018
Q4 | $83K | Hold |
1,459
| – | – | 0.03% | 251 |
|
|
2018
Q3 | $94K | Hold |
1,459
| – | – | 0.04% | 237 |
|
|
2018
Q2 | $105K | Hold |
1,459
| – | – | 0.04% | 220 |
|
|
2018
Q1 | $83K | Sell |
1,459
-480
| -25% | -$27.3K | 0.03% | 246 |
|
|
2017
Q4 | $107K | Hold |
1,939
| – | – | 0.04% | 228 |
|
|
2017
Q3 | $92K | Buy |
+1,939
| New | +$92K | 0.04% | 264 |
|