BPWA
Beacon Pointe Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $565K | Buy |
3,128
+133
| +4% | +$24K | 0.1% | 148 |
|
|
2019
Q3 | $486K | Sell |
2,995
-63
| -2% | -$10.2K | 0.1% | 160 |
|
|
2019
Q2 | $517K | Buy |
3,058
+104
| +4% | +$17.6K | 0.11% | 158 |
|
|
2019
Q1 | $494K | Buy |
2,954
+114
| +4% | +$19.1K | 0.11% | 152 |
|
|
2018
Q4 | $392K | Buy |
+2,840
| New | +$392K | 0.14% | 145 |
|