Braun-Bostich & Associates’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,946
| Closed | -$2.62M | – | 144 |
|
|
2021
Q4 | $2.62M | Buy |
+10,946
| New | +$2.62M | 0.62% | 34 |
|
|
2020
Q4 | – | Sell |
-590
| Closed | -$116K | – | 210 |
|
|
2020
Q3 | $116K | Sell |
590
-649
| -52% | -$128K | 0.12% | 114 |
|
|
2020
Q2 | $209K | Hold |
1,239
| – | – | 0.2% | 73 |
|
|
2020
Q1 | $169K | Hold |
1,239
| – | – | 0.22% | 80 |
|
|
2019
Q4 | $226K | Sell |
1,239
-496
| -29% | -$90.5K | 0.22% | 74 |
|
|
2019
Q3 | $281K | Sell |
1,735
-606
| -26% | -$98.1K | 0.33% | 67 |
|
|
2019
Q2 | $396K | Sell |
2,341
-1,755
| -43% | -$297K | 0.41% | 43 |
|
|
2019
Q1 | $685K | Sell |
4,096
-881
| -18% | -$147K | 0.71% | 28 |
|
|
2018
Q4 | $688K | Sell |
4,977
-655
| -12% | -$90.5K | 0.73% | 38 |
|
|
2018
Q3 | $917K | Buy |
5,632
+94
| +2% | +$15.3K | 0.88% | 29 |
|
|
2018
Q2 | $785K | Sell |
5,538
-58
| -1% | -$8.22K | 0.79% | 35 |
|
|
2018
Q1 | $752K | Buy |
5,596
+322
| +6% | +$43.3K | 0.65% | 40 |
|
|
2017
Q4 | $707K | Buy |
+5,274
| New | +$707K | 0.6% | 45 |
|