Motive Wealth Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,190
| Closed | -$415K | – | 84 |
|
|
2022
Q2 | $415K | Sell |
5,190
-1,465
| -22% | -$117K | 0.33% | 49 |
|
|
2022
Q1 | $688K | Sell |
6,655
-1,048
| -14% | -$108K | 0.47% | 43 |
|
|
2021
Q4 | $913K | Sell |
7,703
-1,168
| -13% | -$138K | 0.55% | 35 |
|
|
2021
Q3 | $996K | Sell |
8,871
-56
| -0.6% | -$6.29K | 0.67% | 31 |
|
|
2021
Q2 | $980K | Buy |
+8,927
| New | +$980K | 0.7% | 32 |
|