Delos Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$3.39K | – | 351 |
|
|
2024
Q2 | $3.39K | Hold |
15
| – | – | ﹤0.01% | 181 |
|
|
2024
Q1 | $3.69K | Buy |
15
+14
| +1,400% | +$3.44K | ﹤0.01% | 177 |
|
|
2023
Q4 | $246 | Sell |
1
-120
| -99% | -$29.5K | ﹤0.01% | 309 |
|
|
2023
Q3 | $26.7K | Hold |
121
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $24.8K | Hold |
121
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $24.4K | Hold |
121
| – | – | 0.03% | 88 |
|
|
2022
Q4 | $25.1K | Hold |
121
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $24K | Buy |
121
+1
| +0.8% | +$198 | 0.03% | 82 |
|
|
2022
Q2 | $26K | Hold |
120
| – | – | 0.03% | 81 |
|
|
2022
Q1 | $33K | Hold |
120
| – | – | 0.03% | 87 |
|
|
2021
Q4 | $30K | Buy |
+120
| New | +$30K | 0.03% | 106 |
|