Capital Advisory Group Advisory Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 563 |
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 529 |
|
2019
Q4 | – | Sell |
-158
| Closed | -$26K | – | 400 |
|
2019
Q3 | $26K | Hold |
158
| – | – | 0.02% | 190 |
|
2019
Q2 | $27K | Hold |
158
| – | – | 0.02% | 193 |
|
2019
Q1 | $27K | Buy |
158
+25
| +19% | +$4.27K | 0.02% | 183 |
|
2018
Q4 | $19K | Buy |
133
+57
| +75% | +$8.14K | 0.01% | 194 |
|
2018
Q3 | $12K | Sell |
76
-50
| -40% | -$7.9K | 0.01% | 237 |
|
2018
Q2 | $18K | Hold |
126
| – | – | 0.01% | 189 |
|
2018
Q1 | $17K | Buy |
+126
| New | +$17K | 0.01% | 197 |
|