Wolf Group Capital Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-13,822
| Closed | -$254K | – | 121 |
|
2015
Q3 | $254K | Sell |
13,822
-34,136
| -71% | -$627K | 0.2% | 91 |
|
2015
Q2 | $975K | Sell |
47,958
-92,803
| -66% | -$1.89M | 0.65% | 62 |
|
2015
Q1 | $2.93M | Sell |
140,761
-575
| -0.4% | -$12K | 2.02% | 11 |
|
2014
Q4 | $2.53M | Buy |
141,336
+5,400
| +4% | +$96.7K | 1.83% | 18 |
|
2014
Q3 | $2.18M | Buy |
135,936
+554
| +0.4% | +$8.88K | 1.63% | 20 |
|
2014
Q2 | $2.35M | Buy |
135,382
+1,970
| +1% | +$34.2K | 1.71% | 18 |
|
2014
Q1 | $2.18M | Buy |
133,412
+8,886
| +7% | +$145K | 1.69% | 18 |
|
2013
Q4 | $2.15M | Buy |
+124,526
| New | +$2.15M | 1.73% | 14 |
|