New York Life Trust’s Western Union WU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $2K | Buy |
+108
| New | +$2K | 0.1% | 174 |
|
2016
Q4 | – | Sell |
-1,311
| Closed | -$27K | – | 252 |
|
2016
Q3 | $27K | Sell |
1,311
-3,833
| -75% | -$78.9K | 0.13% | 169 |
|
2016
Q2 | $99K | Buy |
5,144
+1,727
| +51% | +$33.2K | 0.48% | 60 |
|
2016
Q1 | $66K | Sell |
3,417
-2,776
| -45% | -$53.6K | 0.29% | 117 |
|
2015
Q4 | $111K | Buy |
6,193
+110
| +2% | +$1.97K | 0.48% | 76 |
|
2015
Q3 | $112K | Buy |
6,083
+380
| +7% | +$7K | 0.5% | 70 |
|
2015
Q2 | $116K | Sell |
5,703
-819
| -13% | -$16.7K | 0.48% | 81 |
|
2015
Q1 | $136K | Buy |
6,522
+1,419
| +28% | +$29.6K | 0.54% | 61 |
|
2014
Q4 | $91K | Buy |
+5,103
| New | +$91K | 0.36% | 115 |
|
2014
Q3 | – | Sell |
-648
| Closed | -$11K | – | 221 |
|
2014
Q2 | $11K | Sell |
648
-2,086
| -76% | -$35.4K | 0.05% | 174 |
|
2014
Q1 | $45K | Sell |
2,734
-3,681
| -57% | -$60.6K | 0.2% | 146 |
|
2013
Q4 | $111K | Buy |
6,415
+1,239
| +24% | +$21.4K | 0.5% | 68 |
|
2013
Q3 | $97K | Buy |
5,176
+1,920
| +59% | +$36K | 0.49% | 84 |
|
2013
Q2 | $56K | Buy |
+3,256
| New | +$56K | 0.26% | 127 |
|