Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,946
| Closed | -$730K | – | 166 |
|
|
2019
Q4 | $730K | Buy |
3,946
+247
| +7% | +$45.7K | 0.12% | 127 |
|
|
2019
Q3 | $580K | Buy |
+3,699
| New | +$580K | 0.12% | 112 |
|
|
2015
Q4 | – | Sell |
-1,325
| Closed | -$117K | – | 111 |
|
|
2015
Q3 | $117K | Buy |
+1,325
| New | +$117K | 0.04% | 108 |
|
|
2015
Q2 | – | Sell |
-1,975
| Closed | -$214K | – | 123 |
|
|
2015
Q1 | $214K | Sell |
1,975
-1,508
| -43% | -$163K | 0.07% | 108 |
|
|
2014
Q4 | $415K | Buy |
+3,483
| New | +$415K | 0.14% | 90 |
|