Financial Strategies Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,364
| Closed | -$646K | – | 90 |
|
|
2022
Q1 | $646K | Buy |
2,364
+83
| +4% | +$22.7K | 0.26% | 46 |
|
|
2021
Q4 | $575K | Buy |
2,281
+401
| +21% | +$101K | 0.23% | 49 |
|
|
2021
Q3 | $369K | Buy |
1,880
+454
| +32% | +$89.1K | 0.16% | 57 |
|
|
2021
Q2 | $314K | Buy |
1,426
+397
| +39% | +$87.4K | 0.15% | 62 |
|
|
2021
Q1 | $227K | Buy |
+1,029
| New | +$227K | 0.12% | 69 |
|