Perigon Wealth Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-368
| Closed | -$37K | – | 977 |
|
|
2020
Q4 | $37K | Buy |
+368
| New | +$37K | ﹤0.01% | 837 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$6K | – | 559 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 560 |
|