Next Financial Group’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$25K Sell
1,425
-685
-32% -$12K ﹤0.01% 1797
2021
Q3
$42K Buy
2,110
+960
+83% +$19.1K ﹤0.01% 1490
2021
Q2
$26K Hold
1,150
﹤0.01% 1660
2021
Q1
$28K Hold
1,150
﹤0.01% 1524
2020
Q4
$26K Sell
1,150
-18,301
-94% -$414K ﹤0.01% 1442
2020
Q3
$417K Buy
+19,451
New +$417K 0.04% 378
2020
Q2
Sell
-32,134
Closed -$583K 1911
2020
Q1
$583K Sell
32,134
-23,167
-42% -$420K 0.08% 240
2019
Q4
$1.48M Buy
55,301
+47,230
+585% +$1.26M 0.15% 148
2019
Q3
$187K Buy
8,071
+2,087
+35% +$48.4K 0.02% 701
2019
Q2
$119K Buy
5,984
+5,534
+1,230% +$110K 0.01% 849
2019
Q1
$8K Sell
450
-25
-5% -$444 ﹤0.01% 1169
2018
Q4
$8K Sell
475
-31
-6% -$522 ﹤0.01% 1418
2018
Q3
$10K Buy
+506
New +$10K ﹤0.01% 993
2017
Q4
Sell
-300
Closed -$6K 1432
2017
Q3
$6K Sell
300
-400
-57% -$8K ﹤0.01% 1386
2017
Q2
$13K Hold
700
﹤0.01% 1247
2017
Q1
$14K Sell
700
-33
-5% -$660 ﹤0.01% 1164
2016
Q4
$16K Buy
733
+200
+38% +$4.37K ﹤0.01% 1469
2016
Q3
$11K Buy
533
+33
+7% +$681 ﹤0.01% 1624
2016
Q2
$9K Hold
500
﹤0.01% 1243
2016
Q1
$9K Sell
500
-3,980
-89% -$71.6K ﹤0.01% 1213
2015
Q4
$80K Buy
4,480
+380
+9% +$6.79K 0.03% 495
2015
Q3
$75K Sell
4,100
-2,800
-41% -$51.2K 0.03% 520
2015
Q2
$140K Hold
6,900
0.05% 385
2015
Q1
$143K Hold
6,900
0.05% 377
2014
Q4
$124K Sell
6,900
-1,257
-15% -$22.6K 0.04% 395
2014
Q3
$131K Buy
+8,157
New +$131K 0.03% 579