Wealthspire Advisors (Maryland)’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-303
| Closed | -$20K | – | 1944 |
|
|
2019
Q1 | $20K | Buy |
303
+220
| +265% | +$14.5K | ﹤0.01% | 1284 |
|
|
2018
Q4 | $5K | Sell |
83
-21
| -20% | -$1.27K | ﹤0.01% | 1757 |
|
|
2018
Q3 | $8K | Hold |
104
| – | – | ﹤0.01% | 1624 |
|
|
2018
Q2 | $7K | Buy |
104
+21
| +25% | +$1.41K | ﹤0.01% | 1678 |
|
|
2018
Q1 | $5K | Buy |
83
+12
| +17% | +$723 | ﹤0.01% | 1837 |
|
|
2017
Q4 | $4K | Buy |
71
+19
| +37% | +$1.07K | ﹤0.01% | 1925 |
|
|
2017
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 2017 |
|
|
2017
Q2 | $2K | Buy |
52
+4
| +8% | +$154 | ﹤0.01% | 2014 |
|
|
2017
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 1718 |
|
|
2016
Q4 | $1K | Sell |
48
-1,123
| -96% | -$23.4K | ﹤0.01% | 1681 |
|
|
2016
Q3 | $40K | Sell |
1,171
-639
| -35% | -$21.8K | 0.01% | 840 |
|
|
2016
Q2 | $61K | Buy |
1,810
+356
| +24% | +$12K | 0.01% | 684 |
|
|
2016
Q1 | $40K | Sell |
1,454
-451
| -24% | -$12.4K | 0.01% | 758 |
|
|
2015
Q4 | $53K | Buy |
+1,905
| New | +$53K | 0.01% | 699 |
|