CWA
Cypress Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.17M | Sell |
7,019
-9
| -0.1% | -$1.51K | 1.34% | 29 |
|
|
2018
Q4 | $971K | Buy |
7,028
+12
| +0.2% | +$1.66K | 1.33% | 29 |
|
|
2018
Q3 | $1.14M | Buy |
7,016
+14
| +0.2% | +$2.28K | 1.2% | 34 |
|
|
2018
Q2 | $992K | Sell |
7,002
-492
| -7% | -$69.7K | 1.07% | 34 |
|
|
2018
Q1 | $1.01M | Hold |
7,494
| – | – | 1.09% | 32 |
|
|
2017
Q4 | $1.01M | Buy |
7,494
+439
| +6% | +$58.9K | 0.96% | 37 |
|
|
2017
Q3 | $818K | Sell |
7,055
-102
| -1% | -$11.8K | 1.32% | 21 |
|
|
2017
Q2 | $779K | Sell |
7,157
-1,476
| -17% | -$161K | 0.91% | 30 |
|
|
2017
Q1 | $914K | Buy |
8,633
+51
| +0.6% | +$5.4K | 0.42% | 53 |
|
|
2016
Q4 | $890K | Buy |
8,582
+108
| +1% | +$11.2K | 0.41% | 55 |
|
|
2016
Q3 | $826K | Buy |
+8,474
| New | +$826K | 0.37% | 59 |
|