Summit Financial Wealth Advisors’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$206K | 1.1% | 25 |
|
|
2023
Q3 | $4.96M | Sell |
284,347
-45,141
| -14% | -$795K | 1.22% | 24 |
|
|
2023
Q2 | $6.41M | Sell |
329,488
-9,669
| -3% | -$195K | 1.48% | 22 |
|
|
2023
Q1 | $6.73M | Buy |
339,157
+3,516
| +1% | +$71.5K | 1.6% | 20 |
|
|
2022
Q4 | $6.48M | Sell |
335,641
-8,061
| -2% | -$166K | 1.56% | 21 |
|
|
2022
Q3 | $7.22M | Buy |
343,702
+9,461
| +3% | +$211K | 2.07% | 16 |
|
|
2022
Q2 | $7.54M | Sell |
334,241
-431
| -0.1% | -$10.7K | 1.8% | 21 |
|
|
2022
Q1 | $8.75M | Buy |
334,672
+37,971
| +13% | +$938K | 1.77% | 19 |
|
|
2021
Q4 | $6.96M | Buy |
296,701
+19,642
| +7% | +$449K | 1.35% | 26 |
|
|
2021
Q3 | $6.09M | Buy |
277,059
+4,025
| +1% | +$90.8K | 1.38% | 24 |
|
|
2021
Q2 | $6.13M | Buy |
273,034
+3,373
| +1% | +$73.1K | 1.38% | 24 |
|
|
2021
Q1 | $5.34M | Sell |
269,661
-3,677
| -1% | -$76.4K | 1.36% | 25 |
|
|
2020
Q4 | $4.81M | Buy |
273,338
+980
| +0.4% | +$18.4K | 1.31% | 25 |
|
|
2020
Q3 | $4.64M | Buy |
272,358
+1,398
| +0.5% | +$24.8K | 1.24% | 25 |
|
|
2020
Q2 | $4.5M | Buy |
270,960
+1,853
| +0.7% | +$30.8K | 1.2% | 25 |
|
|
2020
Q1 | $4.42M | Sell |
269,107
-26,265
| -9% | -$486K | 1.39% | 22 |
|
|
2019
Q4 | $5.92M | Buy |
295,372
+18,774
| +7% | +$348K | 1.44% | 19 |
|
|
2019
Q3 | $4.99M | Buy |
276,598
+14,122
| +5% | +$257K | 1.23% | 24 |
|
|
2019
Q2 | $4.84M | Buy |
262,476
+51,684
| +25% | +$956K | 1.19% | 21 |
|
|
2019
Q1 | $3.93M | Buy |
210,792
+16,196
| +8% | +$286K | 1.04% | 28 |
|
|
2018
Q4 | $3.22M | Sell |
194,596
-48
| -0% | -$835 | 1.05% | 26 |
|
|
2018
Q3 | $3.34M | Buy |
194,644
+50,120
| +35% | +$918K | 1% | 31 |
|
|
2018
Q2 | $2.54M | Hold |
144,524
| – | – | 0.85% | 39 |
|
|
2018
Q1 | $2.54M | Buy |
144,524
+13,332
| +10% | +$243K | 0.84% | 40 |
|
|
2017
Q4 | $2.48M | Buy |
131,192
+14,294
| +12% | +$265K | 0.85% | 42 |
|
|
2017
Q3 | $2.1M | Buy |
+116,898
| New | +$2.09M | 0.77% | 43 |
|
Other funds holding TU
