Camelot Portfolios’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-230
| Closed | -$52K | – | 542 |
|
2024
Q2 | $52K | Buy |
+230
| New | +$52K | 0.03% | 296 |
|
2021
Q3 | – | Sell |
-951
| Closed | -$209K | – | 244 |
|
2021
Q2 | $209K | Buy |
951
+21
| +2% | +$4.62K | 0.08% | 218 |
|
2021
Q1 | $205K | Buy |
+930
| New | +$205K | 0.09% | 195 |
|
2020
Q1 | – | Sell |
-1,140
| Closed | -$206K | – | 246 |
|
2019
Q4 | $206K | Buy |
+1,140
| New | +$206K | 0.09% | 213 |
|