Destiny Wealth Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-651
| Closed | -$135K | – | 620 |
|
|
2022
Q4 | $135K | Sell |
651
-95
| -13% | -$19.7K | 0.03% | 208 |
|
|
2022
Q3 | $145K | Sell |
746
-35
| -4% | -$6.8K | 0.03% | 200 |
|
|
2022
Q2 | $167K | Buy |
781
+64
| +9% | +$13.7K | 0.04% | 200 |
|
|
2022
Q1 | $196K | Buy |
717
+19
| +3% | +$5.19K | 0.04% | 158 |
|
|
2021
Q4 | $176K | Hold |
698
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $137K | Sell |
698
-328
| -32% | -$64.4K | 0.03% | 196 |
|
|
2021
Q2 | $226K | Buy |
1,026
+328
| +47% | +$72.3K | 0.04% | 176 |
|
|
2021
Q1 | $154K | Hold |
698
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $145K | Buy |
+698
| New | +$145K | 0.03% | 225 |
|