Ropes Wealth Advisors’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,895
| Closed | -$208K | – | 278 |
|
|
2021
Q2 | $208K | Buy |
+1,895
| New | +$208K | 0.03% | 256 |
|
|
2021
Q1 | – | Sell |
-1,376
| Closed | -$137K | – | 741 |
|
|
2020
Q4 | $137K | Sell |
1,376
-90
| -6% | -$8.96K | 0.02% | 269 |
|
|
2020
Q3 | $123K | Hold |
1,466
| – | – | 0.02% | 250 |
|
|
2020
Q2 | $128K | Hold |
1,466
| – | – | 0.03% | 231 |
|
|
2020
Q1 | $97K | Hold |
1,466
| – | – | 0.02% | 231 |
|
|
2019
Q4 | $126K | Hold |
1,466
| – | – | 0.03% | 251 |
|
|
2019
Q3 | $119K | Hold |
1,466
| – | – | 0.03% | 267 |
|
|
2019
Q2 | $108K | Hold |
1,466
| – | – | 0.02% | 269 |
|
|
2019
Q1 | $98K | Hold |
1,466
| – | – | 0.03% | 268 |
|
|
2018
Q4 | $83K | Buy |
+1,466
| New | +$83K | 0.02% | 271 |
|
|
2018
Q3 | – | Sell |
-497
| Closed | -$36K | – | 592 |
|
|
2018
Q2 | $36K | Hold |
497
| – | – | 0.01% | 378 |
|
|
2018
Q1 | $28K | Hold |
497
| – | – | 0.01% | 375 |
|
|
2017
Q4 | $27K | Sell |
497
-512
| -51% | -$27.8K | 0.01% | 404 |
|
|
2017
Q3 | $48K | Hold |
1,009
| – | – | 0.01% | 337 |
|
|
2017
Q2 | $44K | Hold |
1,009
| – | – | 0.01% | 346 |
|
|
2017
Q1 | $39K | Buy |
+1,009
| New | +$39K | 0.01% | 355 |
|