Hefty Wealth Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $8K | Hold |
58
| – | – | 0.01% | 192 |
|
|
2017
Q4 | $8K | Hold |
58
| – | – | 0.01% | 194 |
|
|
2017
Q3 | $7K | Hold |
58
| – | – | ﹤0.01% | 196 |
|
|
2017
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 188 |
|
|
2017
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 189 |
|
|
2016
Q4 | $6K | Hold |
58
| – | – | 0.01% | 186 |
|
|
2016
Q3 | $5K | Sell |
58
-12,807
| -100% | -$1.1M | ﹤0.01% | 197 |
|
|
2016
Q2 | $1.12M | Buy |
12,865
+195
| +2% | +$17K | 0.93% | 39 |
|
|
2016
Q1 | $1.01M | Buy |
12,670
+12,612
| +21,745% | +$1M | 0.94% | 38 |
|
|
2015
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 173 |
|