Summit X LLC’s TransUnion TRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,490
Closed -$679K 292
2022
Q4
$679K Buy
8,490
+485
+6% +$38.8K 0.2% 110
2022
Q3
$478K Sell
8,005
-485
-6% -$29K 0.14% 159
2022
Q2
$681K Sell
8,490
-225
-3% -$18K 0.2% 108
2022
Q1
$900K Buy
8,715
+360
+4% +$37.2K 0.22% 97
2021
Q4
$991K Sell
8,355
-55
-0.7% -$6.52K 0.23% 97
2021
Q3
$945K Hold
8,410
0.24% 99
2021
Q2
$925K Buy
8,410
+605
+8% +$66.5K 0.23% 105
2021
Q1
$702K Buy
7,805
+915
+13% +$82.3K 0.19% 119
2020
Q4
$677K Buy
6,890
+4,465
+184% +$439K 0.2% 116
2020
Q3
$3.11K Buy
+2,425
New +$3.11K 0.05% 157