Veritable’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-14,616
| Closed | -$202K | – | 745 |
|
|
2015
Q4 | $202K | Hold |
14,616
| – | – | 0.01% | 683 |
|
|
2015
Q3 | $230K | Hold |
14,616
| – | – | 0.01% | 629 |
|
|
2015
Q2 | $252K | Sell |
14,616
-1,590
| -10% | -$27.4K | 0.01% | 629 |
|
|
2015
Q1 | $269K | Hold |
16,206
| – | – | 0.01% | 773 |
|
|
2014
Q4 | $292K | Sell |
16,206
-6,700
| -29% | -$121K | 0.01% | 755 |
|
|
2014
Q3 | $391K | Hold |
22,906
| – | – | 0.01% | 676 |
|
|
2014
Q2 | $427K | Hold |
22,906
| – | – | 0.01% | 642 |
|
|
2014
Q1 | $412K | Buy |
22,906
+1,150
| +5% | +$20.7K | 0.01% | 634 |
|
|
2013
Q4 | $375K | Sell |
21,756
-7,400
| -25% | -$128K | 0.01% | 647 |
|
|
2013
Q3 | $483K | Sell |
29,156
-3,360
| -10% | -$55.7K | 0.01% | 585 |
|
|
2013
Q2 | $475K | Buy |
+32,516
| New | +$475K | 0.01% | 586 |
|