Girard Securities’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-2,945
| Closed | -$341K | – | 108 |
|
2017
Q3 | $341K | Sell |
2,945
-8
| -0.3% | -$926 | 0.3% | 75 |
|
2017
Q2 | $321K | Sell |
2,953
-22
| -0.7% | -$2.39K | 0.24% | 103 |
|
2017
Q1 | $315K | Sell |
2,975
-70
| -2% | -$7.41K | 0.27% | 106 |
|
2016
Q4 | $316K | Buy |
3,045
+319
| +12% | +$33.1K | 0.27% | 103 |
|
2016
Q3 | $266K | Buy |
2,726
+200
| +8% | +$19.5K | 0.27% | 113 |
|
2016
Q2 | $222K | Hold |
2,526
| – | – | 0.2% | 133 |
|
2016
Q1 | $202K | Buy |
+2,526
| New | +$202K | 0.2% | 144 |
|