ERTS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,124
| Closed | -$1.04M | – | 95 |
|
|
2021
Q4 | $1.04M | Hold |
4,124
| – | – | 0.25% | 32 |
|
|
2021
Q3 | $808K | Hold |
4,124
| – | – | 0.21% | 33 |
|
|
2021
Q2 | $907K | Hold |
4,124
| – | – | 0.25% | 31 |
|
|
2021
Q1 | $909K | Buy |
+4,124
| New | +$909K | 0.27% | 31 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$7K | – | 287 |
|
|
2018
Q4 | $7K | Buy |
+50
| New | +$7K | 0.01% | 262 |
|