TrueWealth LLC’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $110K | Hold |
5,075
| – | – | 0.05% | 195 |
|
|
2020
Q1 | $92K | Hold |
5,075
| – | – | 0.04% | 190 |
|
|
2019
Q4 | $136K | Hold |
5,075
| – | – | 0.06% | 176 |
|
|
2019
Q3 | $118K | Hold |
5,075
| – | – | 0.05% | 181 |
|
|
2019
Q2 | $101K | Hold |
5,075
| – | – | 0.04% | 196 |
|
|
2019
Q1 | $94K | Hold |
5,075
| – | – | 0.04% | 204 |
|
|
2018
Q4 | $87K | Hold |
5,075
| – | – | 0.04% | 198 |
|
|
2018
Q3 | $97K | Sell |
5,075
-525
| -9% | -$10K | 0.04% | 199 |
|
|
2018
Q2 | $114K | Buy |
5,600
+525
| +10% | +$10.7K | 0.05% | 186 |
|
|
2018
Q1 | $98K | Hold |
5,075
| – | – | 0.05% | 192 |
|
|
2017
Q4 | $96K | Buy |
+5,075
| New | +$96K | 0.05% | 219 |
|