Wealthspire Advisors (Maryland)’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,398
| Closed | -$26K | – | 2109 |
|
|
2019
Q1 | $26K | Sell |
1,398
-46
| -3% | -$856 | ﹤0.01% | 1176 |
|
|
2018
Q4 | $25K | Sell |
1,444
-701
| -33% | -$12.1K | ﹤0.01% | 1122 |
|
|
2018
Q3 | $41K | Hold |
2,145
| – | – | ﹤0.01% | 1036 |
|
|
2018
Q2 | $44K | Buy |
2,145
+185
| +9% | +$3.8K | ﹤0.01% | 1023 |
|
|
2018
Q1 | $38K | Sell |
1,960
-311
| -14% | -$6.03K | ﹤0.01% | 1095 |
|
|
2017
Q4 | $43K | Buy |
2,271
+305
| +16% | +$5.78K | ﹤0.01% | 1070 |
|
|
2017
Q3 | $38K | Buy |
1,966
+539
| +38% | +$10.4K | ﹤0.01% | 1072 |
|
|
2017
Q2 | $27K | Buy |
1,427
+501
| +54% | +$9.48K | ﹤0.01% | 1160 |
|
|
2017
Q1 | $19K | Buy |
926
+215
| +30% | +$4.41K | ﹤0.01% | 1107 |
|
|
2016
Q4 | $15K | Sell |
711
-183
| -20% | -$3.86K | ﹤0.01% | 1106 |
|
|
2016
Q3 | $19K | Buy |
894
+26
| +3% | +$553 | ﹤0.01% | 1076 |
|
|
2016
Q2 | $17K | Sell |
868
-84
| -9% | -$1.65K | ﹤0.01% | 1055 |
|
|
2016
Q1 | $18K | Sell |
952
-39
| -4% | -$737 | ﹤0.01% | 1006 |
|
|
2015
Q4 | $18K | Buy |
+991
| New | +$18K | ﹤0.01% | 1005 |
|