JPLA
Joseph P. Lucia & Associates’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$4K | – | 416 |
|
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 361 |
|
|
2022
Q1 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 361 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$4K | – | 522 |
|
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 410 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$5K | – | 431 |
|
|
2020
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 380 |
|
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $5K | Hold |
30
| – | – | 0.01% | 366 |
|
|
2019
Q2 | $5K | Sell |
30
-5,030
| -99% | -$838K | 0.01% | 368 |
|
|
2019
Q1 | $30 | Buy |
+5,060
| New | +$30 | ﹤0.01% | 307 |
|