Patriot Financial Group Insurance Agency’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 |
-308
| Closed | -$25K | – | 1830 |
|
|
2022
Q2 | $25K | Sell |
308
-9
| -3% | -$731 | 0.01% | 939 |
|
|
2022
Q1 | $33K | Sell |
317
-3
| -0.9% | -$312 | 0.01% | 907 |
|
|
2021
Q4 | $38K | Hold |
320
| – | – | 0.01% | 977 |
|
|
2021
Q3 | $36K | Buy |
320
+24
| +8% | +$2.7K | 0.01% | 998 |
|
|
2021
Q2 | $33K | Sell |
296
-100
| -25% | -$11.1K | 0.01% | 990 |
|
|
2021
Q1 | $36K | Buy |
396
+250
| +171% | +$22.7K | 0.01% | 889 |
|
|
2020
Q4 | $14K | Buy |
146
+65
| +80% | +$6.23K | ﹤0.01% | 1115 |
|
|
2020
Q3 | $7K | Buy |
81
+70
| +636% | +$6.05K | ﹤0.01% | 1155 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1590 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q4 | $1K | Buy |
11
+2
| +22% | +$182 | ﹤0.01% | 1260 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q2 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 1343 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1424 |
|