Inspire Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-826
| Closed | -$203K | – | 417 |
|
|
2023
Q4 | $203K | Buy |
+826
| New | +$203K | 0.03% | 301 |
|
|
2023
Q1 | – | Sell |
-1,213
| Closed | -$251K | – | 239 |
|
|
2022
Q4 | $251K | Sell |
1,213
-552
| -31% | -$114K | 0.06% | 121 |
|
|
2022
Q3 | $344K | Buy |
1,765
+43
| +2% | +$8.38K | 0.09% | 46 |
|
|
2022
Q2 | $367K | Buy |
1,722
+227
| +15% | +$48.4K | 0.1% | 36 |
|
|
2022
Q1 | $409K | Buy |
1,495
+135
| +10% | +$36.9K | 0.11% | 44 |
|
|
2021
Q4 | $343K | Buy |
+1,360
| New | +$343K | 0.1% | 50 |
|
|
2021
Q2 | – | Sell |
-1,128
| Closed | -$249K | – | 100 |
|
|
2021
Q1 | $249K | Sell |
1,128
-3
| -0.3% | -$662 | 0.09% | 56 |
|
|
2020
Q4 | $236K | Buy |
+1,131
| New | +$236K | 0.09% | 51 |
|