KFS
Kaizen Financial Strategies’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-970
| Closed | -$207K | – | 136 |
|
|
2022
Q2 | $207K | Buy |
970
+3
| +0.3% | +$640 | 0.2% | 114 |
|
|
2022
Q1 | $264K | Buy |
+967
| New | +$264K | 0.21% | 113 |
|
|
2021
Q1 | – | Sell |
-1,018
| Closed | -$212K | – | 145 |
|
|
2020
Q4 | $212K | Buy |
+1,018
| New | +$212K | 0.24% | 108 |
|