Capasso Planning Partners’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,226
Closed -$239K 106
2022
Q3
$239K Buy
1,226
+22
+2% +$4.29K 0.17% 75
2022
Q2
$257K Buy
1,204
+61
+5% +$13K 0.18% 68
2022
Q1
$312K Hold
1,143
0.22% 66
2021
Q4
$288K Buy
+1,143
New +$288K 0.21% 62