Valley National Advisers’s Telus TU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-430
| Closed | -$9K | – | 912 |
|
2020
Q4 | $9K | Hold |
430
| – | – | ﹤0.01% | 537 |
|
2020
Q3 | $8K | Hold |
430
| – | – | ﹤0.01% | 510 |
|
2020
Q2 | $7K | Hold |
430
| – | – | ﹤0.01% | 523 |
|
2020
Q1 | $7K | Sell |
430
-106
| -20% | -$1.73K | ﹤0.01% | 515 |
|
2019
Q4 | $10K | Hold |
536
| – | – | ﹤0.01% | 532 |
|
2019
Q3 | $10K | Sell |
536
-200
| -27% | -$3.73K | ﹤0.01% | 510 |
|
2019
Q2 | $14K | Hold |
736
| – | – | ﹤0.01% | 449 |
|
2019
Q1 | $14K | Hold |
736
| – | – | ﹤0.01% | 448 |
|
2018
Q4 | $12K | Hold |
736
| – | – | ﹤0.01% | 436 |
|
2018
Q3 | $14K | Sell |
736
-92
| -11% | -$1.75K | ﹤0.01% | 406 |
|
2018
Q2 | $15K | Hold |
828
| – | – | 0.01% | 376 |
|
2018
Q1 | $15K | Hold |
828
| – | – | 0.01% | 369 |
|
2017
Q4 | $16K | Hold |
828
| – | – | 0.01% | 363 |
|
2017
Q3 | $15K | Hold |
828
| – | – | 0.01% | 367 |
|
2017
Q2 | $14K | Hold |
828
| – | – | 0.01% | 366 |
|
2017
Q1 | $13K | Hold |
828
| – | – | ﹤0.01% | 374 |
|
2016
Q4 | $13K | Hold |
828
| – | – | 0.01% | 380 |
|
2016
Q3 | $14K | Hold |
828
| – | – | 0.01% | 340 |
|
2016
Q2 | $13K | Sell |
828
-604
| -42% | -$9.48K | 0.01% | 362 |
|
2016
Q1 | $23K | Hold |
1,432
| – | – | 0.01% | 292 |
|
2015
Q4 | $20K | Sell |
1,432
-496
| -26% | -$6.93K | 0.01% | 297 |
|
2015
Q3 | $30K | Hold |
1,928
| – | – | 0.02% | 263 |
|
2015
Q2 | $33K | Hold |
1,928
| – | – | 0.02% | 254 |
|
2015
Q1 | $32K | Sell |
1,928
-20,422
| -91% | -$339K | 0.02% | 250 |
|
2014
Q4 | $385K | Buy |
+22,350
| New | +$385K | 0.29% | 76 |
|