APWA
Atlas Private Wealth Advisors’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-845
| Closed | -$208K | – | 163 |
|
2023
Q4 | $208K | Buy |
+845
| New | +$208K | 0.04% | 154 |
|
2021
Q4 | – | Sell |
-235
| Closed | -$46K | – | 666 |
|
2021
Q3 | $46K | Buy |
235
+2
| +0.9% | +$391 | 0.02% | 246 |
|
2021
Q2 | $51K | Sell |
233
-58
| -20% | -$12.7K | 0.03% | 228 |
|
2021
Q1 | $64K | Buy |
291
+76
| +35% | +$16.7K | 0.04% | 211 |
|
2020
Q4 | $45K | Buy |
215
+1
| +0.5% | +$209 | 0.03% | 231 |
|
2020
Q3 | $42K | Buy |
214
+1
| +0.5% | +$196 | 0.04% | 228 |
|
2020
Q2 | $36K | Buy |
+213
| New | +$36K | 0.03% | 246 |
|