Sowell Financial Services’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 |
-15,236
| Closed | -$206K | – | 550 |
|
|
2022
Q3 | $206K | Sell |
15,236
-1,549
| -9% | -$20.9K | 0.02% | 398 |
|
|
2022
Q2 | $276K | Buy |
16,785
+3,267
| +24% | +$53.7K | 0.03% | 264 |
|
|
2022
Q1 | $242K | Sell |
13,518
-13,652
| -50% | -$244K | 0.04% | 169 |
|
|
2021
Q4 | $485K | Buy |
27,170
+2,948
| +12% | +$52.6K | 0.03% | 440 |
|
|
2021
Q3 | $490K | Buy |
24,222
+11,657
| +93% | +$236K | 0.03% | 399 |
|
|
2021
Q2 | $289K | Buy |
12,565
+997
| +9% | +$22.9K | 0.02% | 474 |
|
|
2021
Q1 | $292K | Buy |
11,568
+5,228
| +82% | +$132K | 0.01% | 862 |
|
|
2020
Q4 | $139K | Buy |
6,340
+4,936
| +352% | +$108K | 0.01% | 1018 |
|
|
2020
Q3 | $30K | Sell |
1,404
-578
| -29% | -$12.4K | ﹤0.01% | 1386 |
|
|
2020
Q2 | $43K | Sell |
1,982
-1,407
| -42% | -$30.5K | ﹤0.01% | 1206 |
|
|
2020
Q1 | $61K | Sell |
3,389
-19,038
| -85% | -$343K | ﹤0.01% | 989 |
|
|
2019
Q4 | $601K | Buy |
22,427
+10,728
| +92% | +$287K | 0.05% | 396 |
|
|
2019
Q3 | $271K | Buy |
+11,699
| New | +$271K | 0.02% | 562 |
|
|
2017
Q1 | – | Sell |
-5,426
| Closed | -$107K | – | 572 |
|
|
2016
Q4 | $107K | Buy |
+5,426
| New | +$107K | 0.04% | 263 |
|