Stonebridge Financial Planning Group’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,600
| Closed | -$61K | – | 347 |
|
|
2021
Q4 | $61K | Hold |
2,600
| – | – | 0.03% | 200 |
|
|
2021
Q3 | $59K | Hold |
2,600
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $58K | Hold |
2,600
| – | – | 0.03% | 199 |
|
|
2021
Q1 | $53K | Hold |
2,600
| – | – | 0.03% | 207 |
|
|
2020
Q4 | $51K | Hold |
2,600
| – | – | 0.03% | 197 |
|
|
2020
Q3 | $47K | Sell |
2,600
-2,000
| -43% | -$36.2K | 0.03% | 196 |
|
|
2020
Q2 | $77K | Hold |
4,600
| – | – | 0.07% | 152 |
|
|
2020
Q1 | $74K | Hold |
4,600
| – | – | 0.07% | 144 |
|
|
2019
Q4 | $89K | Buy |
+4,600
| New | +$89K | 0.08% | 138 |
|