CPA
Clear Perspective Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.1M | Sell |
8,323
-206
| -2% | -$51.9K | 0.64% | 28 |
|
|
2021
Q3 | $1.67M | Sell |
8,529
-85
| -1% | -$16.7K | 0.57% | 34 |
|
|
2021
Q2 | $1.9M | Buy |
8,614
+252
| +3% | +$55.4K | 0.66% | 32 |
|
|
2021
Q1 | $1.84M | Buy |
8,362
+325
| +4% | +$71.6K | 0.72% | 27 |
|
|
2020
Q4 | $1.67M | Sell |
8,037
-345
| -4% | -$71.8K | 0.68% | 30 |
|
|
2020
Q3 | $276 | Buy |
8,382
+28
| +0.3% | +$1 | 0.13% | 114 |
|
|
2020
Q2 | $1.41M | Buy |
8,354
+1,113
| +15% | +$188K | 0.77% | 24 |
|
|
2020
Q1 | $1.02M | Sell |
7,241
-869
| -11% | -$123K | 0.68% | 27 |
|
|
2019
Q4 | $1.47M | Sell |
8,110
-8,343
| -51% | -$1.51M | 0.91% | 25 |
|
|
2019
Q3 | $2.72M | Buy |
16,453
+8,173
| +99% | +$1.35M | 1.23% | 19 |
|
|
2019
Q2 | $1.4M | Sell |
8,280
-287
| -3% | -$48.5K | 0.9% | 25 |
|
|
2019
Q1 | $1.44M | Buy |
8,567
+191
| +2% | +$32.1K | 1.02% | 25 |
|
|
2018
Q4 | $1.16M | Sell |
8,376
-460
| -5% | -$63.6K | 0.96% | 24 |
|
|
2018
Q3 | $1.44M | Buy |
8,836
+1,466
| +20% | +$239K | 1.07% | 22 |
|
|
2018
Q2 | $1.04M | Sell |
7,370
-117
| -2% | -$16.6K | 0.73% | 31 |
|
|
2018
Q1 | $1.01M | Hold |
7,487
| – | – | 0.75% | 30 |
|
|
2017
Q4 | $1M | Sell |
7,487
-130
| -2% | -$17.4K | 0.77% | 30 |
|
|
2017
Q3 | $883K | Sell |
7,617
-3,480
| -31% | -$403K | 0.72% | 36 |
|
|
2017
Q2 | $1.21M | Buy |
11,097
+412
| +4% | +$44.9K | 1.02% | 26 |
|
|
2017
Q1 | $1.13M | Sell |
10,685
-1,940
| -15% | -$206K | 0.75% | 33 |
|
|
2016
Q4 | $1.31M | Buy |
+12,625
| New | +$1.31M | 0.87% | 25 |
|