Simplicity Solutions’s Western Union WU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-16,817
Closed -$340K 618
2021
Q3
$340K Buy
16,817
+2,460
+17% +$49.7K 0.05% 382
2021
Q2
$330K Buy
14,357
+1,252
+10% +$28.8K 0.07% 343
2021
Q1
$323K Sell
13,105
-59,265
-82% -$1.46M 0.07% 308
2020
Q4
$1.59M Hold
72,370
0.02% 437
2020
Q3
$1.55M Buy
72,370
+13,469
+23% +$289K 0.03% 395
2020
Q2
$1.27M Buy
58,901
+36,348
+161% +$786K 0.03% 404
2020
Q1
$409K Sell
22,553
-9,289
-29% -$168K 0.01% 540
2019
Q4
$852K Buy
31,842
+11,506
+57% +$308K 0.03% 419
2019
Q3
$471K Sell
20,336
-2,033
-9% -$47.1K 0.02% 431
2019
Q2
$445K Buy
+22,369
New +$445K 0.02% 384
2018
Q4
Sell
-20,835
Closed -$397K 796
2018
Q3
$397K Sell
20,835
-39,363
-65% -$750K 0.02% 311
2018
Q2
$1.22M Sell
60,198
-9,796
-14% -$199K 0.09% 128
2018
Q1
$1.35M Sell
69,994
-17
-0% -$327 0.12% 106
2017
Q4
$1.33M Buy
70,011
+52,839
+308% +$1M 0.13% 108
2017
Q3
$330K Sell
17,172
-8,408
-33% -$162K 0.22% 138
2017
Q2
$487K Buy
25,580
+3,181
+14% +$60.6K 0.06% 244
2017
Q1
$456K Buy
22,399
+1,480
+7% +$30.1K 0.07% 243
2016
Q4
$454K Buy
20,919
+9,447
+82% +$205K 0.1% 202
2016
Q3
$239K Buy
11,472
+981
+9% +$20.4K 0.12% 220
2016
Q2
$201K Buy
+10,491
New +$201K 0.11% 213
2016
Q1
Sell
-27,958
Closed -$501K 540
2015
Q4
$501K Buy
+27,958
New +$501K 0.06% 450