Integrated Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $310K | Buy |
2,925
+44
| +2% | +$4.66K | 0.1% | 180 |
|
|
2016
Q4 | $299K | Sell |
2,881
-276
| -9% | -$28.6K | 0.11% | 172 |
|
|
2016
Q3 | $308K | Sell |
3,157
-63
| -2% | -$6.15K | 0.11% | 164 |
|
|
2016
Q2 | $281K | Buy |
3,220
+144
| +5% | +$12.6K | 0.11% | 168 |
|
|
2016
Q1 | $245K | Buy |
3,076
+70
| +2% | +$5.58K | 0.1% | 165 |
|
|
2015
Q4 | $235K | Sell |
3,006
-2,277
| -43% | -$178K | 0.1% | 163 |
|
|
2015
Q3 | $467K | Buy |
5,283
+262
| +5% | +$23.2K | 0.2% | 100 |
|
|
2015
Q2 | $479K | Buy |
5,021
+505
| +11% | +$48.2K | 0.19% | 106 |
|
|
2015
Q1 | $489K | Buy |
+4,516
| New | +$489K | 0.2% | 103 |
|