FWM
Filbrandt Wealth Management’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $73K | Hold |
371
| – | – | 0.04% | 68 |
|
2021
Q2 | $82K | Hold |
371
| – | – | 0.05% | 63 |
|
2021
Q1 | $82K | Hold |
371
| – | – | 0.05% | 61 |
|
2020
Q4 | $77K | Hold |
371
| – | – | 0.05% | 60 |
|
2020
Q3 | $73K | Sell |
371
-3,196
| -90% | -$629K | 0.06% | 65 |
|
2020
Q2 | $603K | Buy |
3,567
+3,196
| +861% | +$540K | 0.48% | 16 |
|
2020
Q1 | $52K | Hold |
371
| – | – | 0.06% | 70 |
|
2019
Q4 | $67K | Buy |
+371
| New | +$67K | 0.06% | 68 |
|