CWM
C2C Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,005
| Closed | -$405K | – | 220 |
|
|
2023
Q3 | $405K | Hold |
2,005
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $421K | Hold |
2,005
| – | – | 0.06% | 172 |
|
|
2023
Q1 | $399K | Buy |
+2,005
| New | +$399K | 0.06% | 168 |
|
|
2022
Q4 | – | Sell |
-6,678
| Closed | -$1.37M | – | 181 |
|
|
2022
Q3 | $1.37M | Buy |
6,678
+2
| +0% | +$411 | 0.27% | 44 |
|
|
2022
Q2 | $1.45M | Buy |
6,676
+1
| +0% | +$217 | 0.27% | 44 |
|
|
2022
Q1 | $1.66M | Buy |
6,675
+1
| +0% | +$248 | 0.28% | 43 |
|
|
2021
Q4 | $1.68M | Buy |
+6,674
| New | +$1.68M | 0.24% | 48 |
|