Rowland Carmichael Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,070
| Closed | -$230K | – | 369 |
|
|
2018
Q3 | $230K | Hold |
12,070
| – | – | 0.09% | 240 |
|
|
2018
Q2 | $245K | Hold |
12,070
| – | – | 0.1% | 233 |
|
|
2018
Q1 | $232K | Hold |
12,070
| – | – | 0.13% | 220 |
|
|
2017
Q4 | $229K | Hold |
12,070
| – | – | 0.12% | 223 |
|
|
2017
Q3 | $232K | Hold |
12,070
| – | – | 0.13% | 209 |
|
|
2017
Q2 | $230K | Hold |
12,070
| – | – | 0.13% | 194 |
|
|
2017
Q1 | $246K | Hold |
12,070
| – | – | 0.15% | 183 |
|
|
2016
Q4 | $262K | Sell |
12,070
-113
| -0.9% | -$2.45K | 0.15% | 183 |
|
|
2016
Q3 | $254K | Hold |
12,183
| – | – | 0.16% | 184 |
|
|
2016
Q2 | $234K | Buy |
+12,183
| New | +$234K | 0.15% | 194 |
|