Advocacy Wealth Management Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-166
| Closed | -$24K | – | 174 |
|
|
2018
Q2 | $24K | Sell |
166
-21
| -11% | -$3.04K | 0.02% | 76 |
|
|
2018
Q1 | $25K | Hold |
187
| – | – | 0.02% | 73 |
|
|
2017
Q4 | $25K | Sell |
187
-104
| -36% | -$13.9K | 0.02% | 90 |
|
|
2017
Q3 | $33K | Buy |
291
+130
| +81% | +$14.7K | 0.01% | 92 |
|
|
2017
Q2 | $18K | Buy |
161
+57
| +55% | +$6.37K | 0.01% | 146 |
|
|
2017
Q1 | $11K | Buy |
+104
| New | +$11K | ﹤0.01% | 197 |
|
|
2013
Q3 | $105K | Buy |
+1,340
| New | +$105K | 0.29% | 63 |
|