IWA
Intercontinental Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $495K | Buy |
2,419
+12
| +0.5% | +$2.46K | 0.12% | 187 |
|
|
2023
Q1 | $484K | Buy |
2,407
+92
| +4% | +$18.5K | 0.12% | 197 |
|
|
2022
Q4 | $479K | Sell |
2,315
-106
| -4% | -$21.9K | 0.14% | 165 |
|
|
2022
Q3 | $472K | Buy |
2,421
+278
| +13% | +$54.2K | 0.15% | 159 |
|
|
2022
Q2 | $457K | Buy |
2,143
+12
| +0.6% | +$2.56K | 0.12% | 177 |
|
|
2022
Q1 | $582K | Sell |
2,131
-45
| -2% | -$12.3K | 0.13% | 164 |
|
|
2021
Q4 | $548K | Hold |
2,176
| – | – | 0.12% | 170 |
|
|
2021
Q3 | $427K | Sell |
2,176
-500
| -19% | -$98.1K | 0.1% | 186 |
|
|
2021
Q2 | $589K | Hold |
2,676
| – | – | 0.12% | 160 |
|
|
2021
Q1 | $590K | Sell |
2,676
-40
| -1% | -$8.82K | 0.13% | 143 |
|
|
2020
Q4 | $566K | Buy |
2,716
+99
| +4% | +$20.6K | 0.14% | 126 |
|
|
2020
Q3 | $515K | Buy |
2,617
+7
| +0.3% | +$1.38K | 0.15% | 112 |
|
|
2020
Q2 | $441K | Hold |
2,610
| – | – | 0.14% | 110 |
|
|
2020
Q1 | $368K | Buy |
2,610
+2,280
| +691% | +$321K | 0.19% | 101 |
|
|
2019
Q4 | $61K | Sell |
330
-2,280
| -87% | -$421K | 0.05% | 172 |
|
|
2019
Q3 | $423K | Hold |
2,610
| – | – | 0.26% | 64 |
|
|
2019
Q2 | $441K | Hold |
2,610
| – | – | 0.23% | 64 |
|
|
2019
Q1 | $436K | Hold |
2,610
| – | – | 0.22% | 64 |
|
|
2018
Q4 | $361K | Sell |
2,610
-50
| -2% | -$6.92K | 0.2% | 71 |
|
|
2018
Q3 | $433K | Hold |
2,660
| – | – | 0.22% | 72 |
|
|
2018
Q2 | $377K | Sell |
2,660
-262
| -9% | -$37.1K | 0.21% | 69 |
|
|
2018
Q1 | $393K | Buy |
+2,922
| New | +$393K | 0.23% | 66 |
|