Doyle Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,317
| Closed | -$238K | – | 210 |
|
|
2019
Q4 | $238K | Buy |
+1,317
| New | +$238K | 0.03% | 186 |
|
|
2019
Q3 | – | Sell |
-640
| Closed | -$108K | – | 722 |
|
|
2019
Q2 | $108K | Buy |
+640
| New | +$108K | 0.01% | 257 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$83K | – | 713 |
|
|
2018
Q4 | $83K | Buy |
+600
| New | +$83K | 0.01% | 283 |
|