Schechter Investment Advisors’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-22,542
Closed -$304K 895
2022
Q3
$304K Sell
22,542
-30,551
-58% -$412K 0.03% 698
2022
Q2
$874K Sell
53,093
-709
-1% -$11.7K 0.09% 331
2022
Q1
$1.01M Sell
53,802
-12,825
-19% -$240K 0.09% 299
2021
Q4
$1.19M Buy
+66,627
New +$1.19M 0.11% 246