CWA
Constellation Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-3,281
| Closed | -$616K | – | 216 |
|
|
2014
Q1 | $616K | Sell |
3,281
-436
| -12% | -$81.9K | 0.06% | 136 |
|
|
2013
Q4 | $625K | Buy |
3,717
+682
| +22% | +$115K | 0.06% | 140 |
|
|
2013
Q3 | $472K | Buy |
3,035
+495
| +19% | +$77K | 0.05% | 140 |
|
|
2013
Q2 | $392K | Buy |
+2,540
| New | +$392K | 0.05% | 151 |
|