Reilly Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-270
| Closed | -$6K | – | 1072 |
|
|
2021
Q2 | $6K | Sell |
270
-32
| -11% | -$711 | ﹤0.01% | 775 |
|
|
2021
Q1 | $7K | Buy |
302
+32
| +12% | +$742 | ﹤0.01% | 763 |
|
|
2020
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 695 |
|
|
2020
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 682 |
|
|
2020
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 695 |
|
|
2019
Q4 | $7K | Hold |
270
| – | – | ﹤0.01% | 698 |
|
|
2019
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 731 |
|
|
2019
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 787 |
|
|
2019
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 802 |
|
|
2018
Q4 | $5K | Sell |
270
-3,200
| -92% | -$59.3K | ﹤0.01% | 765 |
|
|
2018
Q3 | $66K | Buy |
3,470
+3,200
| +1,185% | +$60.9K | 0.01% | 313 |
|
|
2018
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 815 |
|
|
2018
Q1 | $5K | Sell |
270
-364
| -57% | -$6.74K | ﹤0.01% | 787 |
|
|
2017
Q4 | $12K | Hold |
634
| – | – | ﹤0.01% | 624 |
|
|
2017
Q3 | $12K | Hold |
634
| – | – | ﹤0.01% | 608 |
|
|
2017
Q2 | $12K | Hold |
634
| – | – | ﹤0.01% | 613 |
|
|
2017
Q1 | $13K | Buy |
+634
| New | +$13K | ﹤0.01% | 564 |
|
|
2014
Q1 | – | Sell |
-474
| Closed | -$8K | – | 866 |
|
|
2013
Q4 | $8K | Buy |
+474
| New | +$8K | ﹤0.01% | 581 |
|