OneDigital 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 |
-4,256
| Closed | -$92K | – | 652 |
|
|
2020
Q2 | $92K | Buy |
+4,256
| New | +$92K | 0.01% | 574 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1123 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1086 |
|
|
2018
Q3 | $1K | Sell |
50
-115
| -70% | -$2.3K | ﹤0.01% | 1025 |
|
|
2018
Q2 | $3K | Sell |
165
-115
| -41% | -$2.09K | ﹤0.01% | 1238 |
|
|
2018
Q1 | $5K | Buy |
280
+115
| +70% | +$2.05K | ﹤0.01% | 1161 |
|
|
2017
Q4 | $3K | Buy |
165
+115
| +230% | +$2.09K | ﹤0.01% | 1151 |
|
|
2017
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1022 |
|