Valeo Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,109
| Closed | -$27K | – | 1741 |
|
|
2021
Q1 | $27K | Buy |
1,109
+56
| +5% | +$1.36K | ﹤0.01% | 1017 |
|
|
2020
Q4 | $23K | Hold |
1,053
| – | – | ﹤0.01% | 979 |
|
|
2020
Q3 | $23K | Hold |
1,053
| – | – | ﹤0.01% | 863 |
|
|
2020
Q2 | $23K | Hold |
1,053
| – | – | ﹤0.01% | 959 |
|
|
2020
Q1 | $21K | Sell |
1,053
-800
| -43% | -$16K | ﹤0.01% | 856 |
|
|
2019
Q4 | $50K | Hold |
1,853
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $43K | Hold |
1,853
| – | – | ﹤0.01% | 646 |
|
|
2019
Q2 | $37K | Hold |
1,853
| – | – | ﹤0.01% | 683 |
|
|
2019
Q1 | $34K | Hold |
1,853
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $32K | Buy |
1,853
+800
| +76% | +$13.8K | ﹤0.01% | 593 |
|
|
2018
Q3 | $19K | Hold |
1,053
| – | – | ﹤0.01% | 785 |
|
|
2018
Q2 | $20K | Hold |
1,053
| – | – | ﹤0.01% | 765 |
|
|
2018
Q1 | $20K | Hold |
1,053
| – | – | ﹤0.01% | 717 |
|
|
2017
Q4 | $20K | Hold |
1,053
| – | – | ﹤0.01% | 671 |
|
|
2017
Q3 | $20K | Buy |
+1,053
| New | +$20K | ﹤0.01% | 551 |
|