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 |
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|
2023
Q4 | $4.85M | Sell |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $6.41M | Sell |
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|
2023
Q1 | $6.73M | Buy |
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|
2022
Q4 | $6.48M | Sell |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $7.54M | Sell |
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|
2022
Q1 | $8.75M | Buy |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q3 | $6.09M | Buy |
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|
2021
Q2 | $6.13M | Buy |
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|
2021
Q1 | $5.34M | Sell |
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|
2020
Q4 | $4.81M | Buy |
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|
2020
Q3 | $4.64M | Buy |
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|
2020
Q2 | $4.5M | Buy |
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|
2020
Q1 | $4.42M | Sell |
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|
2019
Q4 | $5.92M | Buy |
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|
2019
Q3 | $4.99M | Buy |
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|
2019
Q2 | $4.84M | Buy |
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|
2019
Q1 | $3.93M | Buy |
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|
2018
Q4 | $3.22M | Sell |
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|
2018
Q3 | $3.34M | Buy |
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|
2018
Q2 | $2.54M | Hold |
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|
2018
Q1 | $2.54M | Buy |
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|
2017
Q4 | $2.48M | Buy |
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|
2017
Q3 | $2.1M | Buy |
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