Security National Trust’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-300
| Closed | -$7K | – | 438 |
|
|
2016
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 390 |
|
|
2016
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 411 |
|
|
2016
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 409 |
|
|
2015
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 416 |
|
|
2015
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 410 |
|
|
2015
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 430 |
|
|
2015
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 438 |
|
|
2014
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 460 |
|
|
2014
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 466 |
|
|
2014
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 470 |
|
|
2014
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 469 |
|
|
2013
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 466 |
|
|
2013
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2013
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 430 |
|