Independent Wealth Network’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-988
| Closed | -$205K | – | 211 |
|
2022
Q4 | $205K | Buy |
+988
| New | +$205K | 0.14% | 175 |
|
2022
Q3 | – | Sell |
-970
| Closed | -$207K | – | 195 |
|
2022
Q2 | $207K | Sell |
970
-20
| -2% | -$4.27K | 0.15% | 168 |
|
2022
Q1 | $270K | Buy |
990
+11
| +1% | +$3K | 0.17% | 153 |
|
2021
Q4 | $247K | Buy |
979
+7
| +0.7% | +$1.77K | 0.15% | 166 |
|
2021
Q3 | $233K | Buy |
+972
| New | +$233K | 0.15% | 173 |
|