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Simplicity Wealth’s TransUnion TRU Stock Holding History

Simplicity Wealth’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,295
Closed -$1.13M – 1143
2024
Q2 		$1.13M Buy
15,295
+708
+5% +$52.5K 0.03% 494
2024
Q1 		$1.16M Buy
+14,587
New +$1.16M 0.03% 476