SFPIA
Stevens First Principles Investment Advisors’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,890
| Closed | -$123K | – | 238 |
|
|
2015
Q1 | $123K | Hold |
5,890
| – | – | 0.08% | 100 |
|
|
2014
Q4 | $105K | Sell |
5,890
-403,599
| -99% | -$7.19M | 0.07% | 104 |
|
|
2014
Q3 | $6.57M | Buy |
409,489
+1,975
| +0.5% | +$31.7K | 3.67% | 1 |
|
|
2014
Q2 | $7.07M | Sell |
407,514
-640
| -0.2% | -$11.1K | 3.88% | 1 |
|
|
2014
Q1 | $6.68M | Sell |
408,154
-20,846
| -5% | -$341K | 4.33% | 1 |
|
|
2013
Q4 | $7.4M | Sell |
429,000
-13,795
| -3% | -$238K | 4.39% | 1 |
|
|
2013
Q3 | $8.28M | Sell |
442,795
-2,105
| -0.5% | -$39.4K | 4.92% | 1 |
|
|
2013
Q2 | $7.61M | Buy |
+444,900
| New | +$7.61M | 5.36% | 1 |
|