KLR Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $706K | Buy |
3,011
+128
| +4% | +$30K | 0.51% | 47 |
|
|
2023
Q4 | $708K | Buy |
2,883
+199
| +7% | +$48.9K | 0.51% | 45 |
|
|
2023
Q3 | $540K | Sell |
2,684
-170
| -6% | -$34.2K | 0.49% | 55 |
|
|
2023
Q2 | $584K | Buy |
2,854
+66
| +2% | +$13.5K | 0.48% | 53 |
|
|
2023
Q1 | $561K | Sell |
2,788
-512
| -16% | -$103K | 0.49% | 56 |
|
|
2022
Q4 | $683K | Buy |
+3,300
| New | +$683K | 0.56% | 39 |
|