Mount Yale Investment Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22,337
| Closed | -$483K | – | 379 |
|
|
2020
Q2 | $483K | Buy |
22,337
+1,082
| +5% | +$23.4K | 0.09% | 231 |
|
|
2020
Q1 | $385K | Buy |
21,255
+4,607
| +28% | +$83.4K | 0.09% | 219 |
|
|
2019
Q4 | $448K | Buy |
16,648
+1,647
| +11% | +$44.3K | 0.08% | 221 |
|
|
2019
Q3 | $400K | Sell |
15,001
-705
| -4% | -$18.8K | 0.07% | 232 |
|
|
2019
Q2 | $336K | Buy |
15,706
+715
| +5% | +$15.3K | 0.06% | 247 |
|
|
2019
Q1 | $277K | Sell |
14,991
-12,595
| -46% | -$233K | 0.05% | 268 |
|
|
2018
Q4 | $493K | Sell |
27,586
-7,358
| -21% | -$131K | 0.1% | 175 |
|
|
2018
Q3 | $646K | Buy |
34,944
+14,026
| +67% | +$259K | 0.11% | 144 |
|
|
2018
Q2 | $425K | Sell |
20,918
-411
| -2% | -$8.35K | 0.08% | 200 |
|
|
2018
Q1 | $410K | Buy |
+21,329
| New | +$410K | 0.09% | 206 |
|