SFWA
Summit Financial Wealth Advisors’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-272,415
| Closed | -$4.85M | – | 143 |
|
|
2023
Q4 | $4.85M | Sell |
272,415
-11,932
| -4% | -$212K | 1.1% | 25 |
|
|
2023
Q3 | $4.96M | Sell |
284,347
-45,141
| -14% | -$788K | 1.22% | 24 |
|
|
2023
Q2 | $6.41M | Sell |
329,488
-9,669
| -3% | -$188K | 1.48% | 22 |
|
|
2023
Q1 | $6.73M | Buy |
339,157
+3,516
| +1% | +$69.8K | 1.6% | 20 |
|
|
2022
Q4 | $6.48M | Sell |
335,641
-8,061
| -2% | -$156K | 1.56% | 21 |
|
|
2022
Q3 | $7.22M | Buy |
343,702
+9,461
| +3% | +$199K | 2.07% | 16 |
|
|
2022
Q2 | $7.54M | Sell |
334,241
-431
| -0.1% | -$9.72K | 1.8% | 21 |
|
|
2022
Q1 | $8.75M | Buy |
334,672
+37,971
| +13% | +$993K | 1.77% | 19 |
|
|
2021
Q4 | $6.96M | Buy |
296,701
+19,642
| +7% | +$461K | 1.35% | 26 |
|
|
2021
Q3 | $6.09M | Buy |
277,059
+4,025
| +1% | +$88.4K | 1.38% | 24 |
|
|
2021
Q2 | $6.13M | Buy |
273,034
+3,373
| +1% | +$75.7K | 1.38% | 24 |
|
|
2021
Q1 | $5.34M | Sell |
269,661
-3,677
| -1% | -$72.8K | 1.36% | 25 |
|
|
2020
Q4 | $4.81M | Buy |
273,338
+980
| +0.4% | +$17.3K | 1.31% | 25 |
|
|
2020
Q3 | $4.64M | Buy |
272,358
+1,398
| +0.5% | +$23.8K | 1.24% | 25 |
|
|
2020
Q2 | $4.5M | Buy |
270,960
+1,853
| +0.7% | +$30.8K | 1.2% | 25 |
|
|
2020
Q1 | $4.42M | Buy |
269,107
+121,421
| +82% | +$1.99M | 1.39% | 22 |
|
|
2019
Q4 | $5.92M | Buy |
147,686
+9,387
| +7% | +$376K | 1.44% | 19 |
|
|
2019
Q3 | $4.99M | Buy |
138,299
+7,061
| +5% | +$255K | 1.23% | 24 |
|
|
2019
Q2 | $4.84M | Buy |
131,238
+25,842
| +25% | +$954K | 1.19% | 21 |
|
|
2019
Q1 | $3.93M | Buy |
105,396
+8,098
| +8% | +$302K | 1.04% | 28 |
|
|
2018
Q4 | $3.22M | Sell |
97,298
-24
| -0% | -$795 | 1.05% | 26 |
|
|
2018
Q3 | $3.34M | Buy |
97,322
+25,060
| +35% | +$860K | 1% | 31 |
|
|
2018
Q2 | $2.54M | Hold |
72,262
| – | – | 0.85% | 39 |
|
|
2018
Q1 | $2.54M | Buy |
72,262
+6,666
| +10% | +$234K | 0.84% | 40 |
|
|
2017
Q4 | $2.48M | Buy |
65,596
+7,147
| +12% | +$271K | 0.85% | 42 |
|
|
2017
Q3 | $2.1M | Buy |
+58,449
| New | +$2.1M | 0.76% | 43 |
|