Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,447
| Closed | -$196K | – | 691 |
|
|
2022
Q1 | $196K | Sell |
10,447
-9,964
| -49% | -$187K | ﹤0.01% | 622 |
|
|
2021
Q4 | $364K | Buy |
+20,411
| New | +$364K | 0.01% | 396 |
|
|
2021
Q3 | – | Sell |
-143,025
| Closed | -$3.29M | – | 466 |
|
|
2021
Q2 | $3.29M | Buy |
143,025
+35,663
| +33% | +$819K | 0.12% | 112 |
|
|
2021
Q1 | $2.65M | Buy |
107,362
+7,480
| +7% | +$184K | 0.11% | 112 |
|
|
2020
Q4 | $2.19M | Buy |
99,882
+60,024
| +151% | +$1.32M | 0.1% | 117 |
|
|
2020
Q3 | $854K | Buy |
39,858
+5,235
| +15% | +$112K | 0.05% | 181 |
|
|
2020
Q2 | $749K | Buy |
+34,623
| New | +$749K | 0.04% | 180 |
|
|
2019
Q4 | – | Sell |
-14,051
| Closed | -$326K | – | 397 |
|
|
2019
Q3 | $326K | Buy |
+14,051
| New | +$326K | 0.02% | 266 |
|
|
2017
Q1 | – | Sell |
-11,876
| Closed | -$258K | – | 302 |
|
|
2016
Q4 | $258K | Sell |
11,876
-2,975
| -20% | -$64.6K | 0.04% | 223 |
|
|
2016
Q3 | $309K | Sell |
14,851
-1,517
| -9% | -$31.6K | 0.06% | 170 |
|
|
2016
Q2 | $314K | Buy |
+16,368
| New | +$314K | 0.09% | 165 |
|