WAM
Wakefield Asset Management’s Western Union WU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,565
| Closed | -$261K | – | 170 |
|
|
2021
Q1 | $261K | Sell |
10,565
-77
| -0.7% | -$1.9K | 0.1% | 149 |
|
|
2020
Q4 | $233K | Buy |
10,642
+253
| +2% | +$5.54K | 0.1% | 154 |
|
|
2020
Q3 | $223K | Buy |
10,389
+132
| +1% | +$2.83K | 0.1% | 150 |
|
|
2020
Q2 | $222K | Buy |
+10,257
| New | +$222K | 0.11% | 152 |
|
|
2020
Q1 | – | Sell |
-7,873
| Closed | -$211K | – | 210 |
|
|
2019
Q4 | $211K | Buy |
+7,873
| New | +$211K | 0.09% | 154 |
|
|
2019
Q1 | – | Sell |
-18,400
| Closed | -$314K | – | 259 |
|
|
2018
Q4 | $314K | Buy |
+18,400
| New | +$314K | 0.14% | 141 |
|