CWS
Cypress Wealth Services’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-859
| Closed | -$235K | – | 259 |
|
|
2022
Q1 | $235K | Sell |
859
-32
| -4% | -$8.75K | 0.06% | 211 |
|
|
2021
Q4 | $224K | Buy |
+891
| New | +$224K | 0.06% | 210 |
|
|
2021
Q3 | – | Sell |
-1,180
| Closed | -$260K | – | 264 |
|
|
2021
Q2 | $260K | Sell |
1,180
-224
| -16% | -$49.4K | 0.07% | 211 |
|
|
2021
Q1 | $309K | Buy |
1,404
+278
| +25% | +$61.2K | 0.06% | 212 |
|
|
2020
Q4 | $234K | Buy |
+1,126
| New | +$234K | 0.05% | 246 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 227 |
|
|
2020
Q1 | – | Sell |
-1,152
| Closed | -$208K | – | 274 |
|
|
2019
Q4 | $208K | Buy |
+1,152
| New | +$208K | 0.05% | 239 |
|
|
2018
Q4 | – | Sell |
-2,774
| Closed | -$452K | – | 237 |
|
|
2018
Q3 | $452K | Buy |
2,774
+3
| +0.1% | +$489 | 0.16% | 124 |
|
|
2018
Q2 | $393K | Buy |
2,771
+156
| +6% | +$22.1K | 0.15% | 138 |
|
|
2018
Q1 | $352K | Sell |
2,615
-83
| -3% | -$11.2K | 0.15% | 126 |
|
|
2017
Q4 | $362K | Buy |
+2,698
| New | +$362K | 0.15% | 131 |
|