Hefty Wealth Partners’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$8K Hold
2017
Q4
$8K Hold
2017
Q3
$7K Hold
2017
Q2
$6K Hold
2017
Q1
$6K Hold
2016
Q4
$6K Hold
2016
Q3
$5K Sell
2016
Q2
$1.12M Buy
2016
Q1
$1.01M Buy
2015
Q4
$4K Buy