WealthSource Partners’s TransUnion TRU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$217K Sell
3,154
-540
-15% -$37.1K 0.01% 468
2023
Q3
$265K Buy
3,694
+21
+0.6% +$1.51K 0.02% 422
2023
Q2
$288K Sell
3,673
-1,284
-26% -$101K 0.02% 417
2023
Q1
$308K Sell
4,957
-4
-0.1% -$249 0.02% 401
2022
Q4
$282K Buy
+4,961
New +$282K 0.02% 407