Kiwi Wealth Investments Limited Partnership’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,186
| Closed | -$2.08M | – | 183 |
|
|
2023
Q2 | $2.08M | Buy |
+10,186
| New | +$2.08M | 0.13% | 124 |
|
|
2022
Q2 | – | Sell |
-29,125
| Closed | -$7.96M | – | 240 |
|
|
2022
Q1 | $7.96M | Buy |
29,125
+6,114
| +27% | +$1.67M | 0.43% | 69 |
|
|
2021
Q4 | $5.8M | Buy |
+23,011
| New | +$5.8M | 0.27% | 102 |
|
|
2020
Q4 | – | Sell |
-32,076
| Closed | -$6.32M | – | 292 |
|
|
2020
Q3 | $6.32M | Sell |
32,076
-4,632
| -13% | -$912K | 0.44% | 64 |
|
|
2020
Q2 | $6.21M | Sell |
36,708
-10,390
| -22% | -$1.76M | 0.5% | 55 |
|
|
2020
Q1 | $6.64M | Sell |
47,098
-21,699
| -32% | -$3.06M | 0.67% | 44 |
|
|
2019
Q4 | $12.4M | Buy |
68,797
+6,049
| +10% | +$1.09M | 0.91% | 28 |
|
|
2019
Q3 | $10.2M | Buy |
62,748
+3,330
| +6% | +$539K | 0.82% | 36 |
|
|
2019
Q2 | $10M | Buy |
59,418
+34,261
| +136% | +$5.79M | 0.88% | 35 |
|
|
2019
Q1 | $4.21M | Buy |
+25,157
| New | +$4.21M | 0.38% | 81 |
|