Domani Wealth’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 | $297K | Buy |
1,476
+30
| +2% | +$6.04K | 0.07% | 97 |
|
2022
Q4 | $299K | Buy |
1,446
+8
| +0.6% | +$1.65K | 0.07% | 100 |
|
2022
Q3 | $280K | Hold |
1,438
| – | – | 0.08% | 89 |
|
2022
Q2 | $307K | Hold |
1,438
| – | – | 0.08% | 91 |
|
2022
Q1 | $393K | Hold |
1,438
| – | – | 0.09% | 93 |
|
2021
Q4 | $362K | Hold |
1,438
| – | – | 0.07% | 96 |
|
2021
Q3 | $282K | Hold |
1,438
| – | – | 0.06% | 100 |
|
2021
Q2 | $316K | Hold |
1,438
| – | – | 0.06% | 98 |
|
2021
Q1 | $317K | Hold |
1,438
| – | – | 0.06% | 101 |
|
2020
Q4 | $299K | Hold |
1,438
| – | – | 0.06% | 99 |
|
2020
Q3 | $283K | Hold |
1,438
| – | – | 0.06% | 100 |
|
2020
Q2 | $243K | Hold |
1,438
| – | – | 0.06% | 110 |
|
2020
Q1 | $203K | Hold |
1,438
| – | – | 0.05% | 120 |
|
2019
Q4 | $260K | Hold |
1,438
| – | – | 0.09% | 99 |
|
2019
Q3 | $233K | Buy |
1,438
+73
| +5% | +$11.8K | 0.08% | 103 |
|
2019
Q2 | $231K | Hold |
1,365
| – | – | 0.09% | 97 |
|
2019
Q1 | $228K | Buy |
+1,365
| New | +$228K | 0.09% | 100 |
|