TSWM
Triangle Securities Wealth Management’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,150
| Closed | -$196K | – | 136 |
|
|
2016
Q1 | $196K | Sell |
10,150
-252
| -2% | -$4.87K | 0.13% | 135 |
|
|
2015
Q4 | $186K | Hold |
10,402
| – | – | 0.12% | 117 |
|
|
2015
Q3 | $191K | Buy |
10,402
+252
| +2% | +$4.63K | 0.14% | 130 |
|
|
2015
Q2 | $206K | Hold |
10,150
| – | – | 0.15% | 131 |
|
|
2015
Q1 | $211K | Sell |
10,150
-2,700
| -21% | -$56.1K | 0.15% | 134 |
|
|
2014
Q4 | $230K | Sell |
12,850
-42,020
| -77% | -$752K | 0.16% | 119 |
|
|
2014
Q3 | $880K | Sell |
54,870
-2,625
| -5% | -$42.1K | 0.68% | 57 |
|
|
2014
Q2 | $997K | Buy |
57,495
+17,960
| +45% | +$311K | 0.76% | 47 |
|
|
2014
Q1 | $595K | Sell |
39,535
-12,650
| -24% | -$190K | 0.53% | 64 |
|
|
2013
Q4 | $900K | Buy |
52,185
+13,510
| +35% | +$233K | 0.73% | 48 |
|
|
2013
Q3 | $722K | Sell |
38,675
-160
| -0.4% | -$2.99K | 0.63% | 58 |
|
|
2013
Q2 | $664K | Buy |
+38,835
| New | +$664K | 0.49% | 64 |
|