ProVise Management Group’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,841
| Closed | -$267K | – | 348 |
|
|
2016
Q3 | $267K | Buy |
+12,841
| New | +$267K | 0.05% | 276 |
|
|
2013
Q4 | – | Sell |
-55,637
| Closed | -$1.04M | – | 314 |
|
|
2013
Q3 | $1.04M | Sell |
55,637
-72,855
| -57% | -$1.36M | 0.29% | 96 |
|
|
2013
Q2 | $2.2M | Buy |
+128,492
| New | +$2.2M | 0.65% | 34 |
|