Wellesley Investment Partners’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-30,620
| Closed | -$497K | – | 123 |
|
|
2017
Q1 | $497K | Buy |
30,620
+3,490
| +13% | +$56.6K | 0.22% | 74 |
|
|
2016
Q4 | $432K | Sell |
27,130
-6,106
| -18% | -$97.2K | 0.21% | 73 |
|
|
2016
Q3 | $548K | Buy |
33,236
+1,826
| +6% | +$30.1K | 0.28% | 61 |
|
|
2016
Q2 | $505K | Buy |
31,410
+2,304
| +8% | +$37K | 0.27% | 59 |
|
|
2016
Q1 | $473K | Buy |
29,106
+1,908
| +7% | +$31K | 0.28% | 61 |
|
|
2015
Q4 | $376K | Buy |
+27,198
| New | +$376K | 0.26% | 65 |
|