CWA
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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