Wealthfront’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,086
| Closed | -$226K | – | 478 |
|
|
2017
Q1 | $226K | Buy |
11,086
+3
| +0% | +$61 | ﹤0.01% | 397 |
|
|
2016
Q4 | $241K | Buy |
11,083
+735
| +7% | +$16K | 0.01% | 338 |
|
|
2016
Q3 | $215K | Buy |
10,348
+288
| +3% | +$5.98K | 0.01% | 353 |
|
|
2016
Q2 | $193K | Buy |
+10,060
| New | +$193K | 0.01% | 345 |
|
|
2015
Q4 | – | Sell |
-8,006
| Closed | -$147K | – | 1087 |
|
|
2015
Q3 | $147K | Buy |
8,006
+992
| +14% | +$18.2K | 0.01% | 339 |
|
|
2015
Q2 | $143K | Buy |
7,014
+710
| +11% | +$14.5K | 0.01% | 334 |
|
|
2015
Q1 | $131K | Buy |
6,304
+2,751
| +77% | +$57.2K | 0.01% | 337 |
|
|
2014
Q4 | $64K | Sell |
3,553
-423
| -11% | -$7.62K | ﹤0.01% | 440 |
|
|
2014
Q3 | $64K | Sell |
3,976
-8
| -0.2% | -$129 | ﹤0.01% | 363 |
|
|
2014
Q2 | $69K | Buy |
3,984
+1,951
| +96% | +$33.8K | 0.01% | 307 |
|
|
2014
Q1 | $34K | Buy |
+2,033
| New | +$34K | ﹤0.01% | 351 |
|