CWA
Clarus Wealth Advisors’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,678
| Closed | -$375K | – | 134 |
|
2021
Q1 | $375K | Sell |
1,678
-1
| -0.1% | -$223 | 0.23% | 83 |
|
2020
Q4 | $365K | Hold |
1,679
| – | – | 0.24% | 83 |
|
2020
Q3 | $335K | Buy |
1,679
+315
| +23% | +$62.9K | 0.26% | 85 |
|
2020
Q2 | $232K | Buy |
+1,364
| New | +$232K | 0.2% | 106 |
|