Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-314
| Closed | -$62K | – | 605 |
|
|
2021
Q3 | $62K | Buy |
314
+129
| +70% | +$25.5K | 0.01% | 186 |
|
|
2021
Q2 | $41K | Sell |
185
-2
| -1% | -$443 | 0.01% | 225 |
|
|
2021
Q1 | $41K | Hold |
187
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $39K | Hold |
187
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $37K | Buy |
187
+124
| +197% | +$24.5K | 0.01% | 208 |
|
|
2020
Q2 | $11K | Buy |
63
+26
| +70% | +$4.54K | ﹤0.01% | 277 |
|
|
2020
Q1 | $5K | Sell |
37
-63
| -63% | -$8.51K | ﹤0.01% | 258 |
|
|
2019
Q4 | $18K | Sell |
100
-37
| -27% | -$6.66K | ﹤0.01% | 236 |
|
|
2019
Q3 | $22K | Buy |
137
+27
| +25% | +$4.34K | 0.01% | 90 |
|
|
2019
Q2 | $19K | Buy |
+110
| New | +$19K | 0.01% | 133 |
|
|
2019
Q1 | – | Sell |
-120
| Closed | -$17K | – | 152 |
|
|
2018
Q4 | $17K | Buy |
+120
| New | +$17K | 0.01% | 116 |
|