Wealthspire Advisors (Maryland)’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,254
| Closed | -$42K | – | 1960 |
|
|
2019
Q1 | $42K | Buy |
2,254
+558
| +33% | +$10.4K | ﹤0.01% | 956 |
|
|
2018
Q4 | $28K | Sell |
1,696
-52
| -3% | -$858 | ﹤0.01% | 1091 |
|
|
2018
Q3 | $32K | Sell |
1,748
-4
| -0.2% | -$73 | ﹤0.01% | 1124 |
|
|
2018
Q2 | $31K | Buy |
+1,752
| New | +$31K | ﹤0.01% | 1142 |
|
|
2017
Q2 | – | Sell |
-8,420
| Closed | -$137K | – | 2283 |
|
|
2017
Q1 | $137K | Sell |
8,420
-1,500
| -15% | -$24.4K | 0.02% | 493 |
|
|
2016
Q4 | $158K | Buy |
9,920
+150
| +2% | +$2.39K | 0.02% | 434 |
|
|
2016
Q3 | $161K | Buy |
9,770
+120
| +1% | +$1.98K | 0.03% | 442 |
|
|
2016
Q2 | $155K | Hold |
9,650
| – | – | 0.03% | 432 |
|
|
2016
Q1 | $157K | Hold |
9,650
| – | – | 0.03% | 415 |
|
|
2015
Q4 | $133K | Buy |
+9,650
| New | +$133K | 0.02% | 460 |
|