JOYN Advisors’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 |
-1,403
| Closed | -$254K | – | 136 |
|
|
2019
Q4 | $254K | Sell |
1,403
-33
| -2% | -$5.97K | 0.05% | 95 |
|
|
2019
Q3 | $233K | Buy |
1,436
+77
| +6% | +$12.5K | 0.05% | 95 |
|
|
2019
Q2 | $227K | Buy |
1,359
+51
| +4% | +$8.52K | 0.05% | 109 |
|
|
2019
Q1 | $219K | Sell |
1,308
-8
| -0.6% | -$1.34K | 0.05% | 101 |
|
|
2018
Q4 | $182K | Buy |
1,316
+71
| +6% | +$9.82K | 0.04% | 119 |
|
|
2018
Q3 | $203K | Buy |
1,245
+22
| +2% | +$3.59K | 0.04% | 143 |
|
|
2018
Q2 | $173K | Buy |
1,223
+593
| +94% | +$83.9K | 0.04% | 156 |
|
|
2018
Q1 | $85K | Buy |
+630
| New | +$85K | 0.02% | 327 |
|