Lafayette Investments’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$269K | – | 79 |
|
|
2018
Q1 | $269K | Sell |
2,000
-100
| -5% | -$13.5K | 0.1% | 67 |
|
|
2017
Q4 | $282K | Hold |
2,100
| – | – | 0.1% | 64 |
|
|
2017
Q3 | $244K | Hold |
2,100
| – | – | 0.09% | 68 |
|
|
2017
Q2 | $229K | Hold |
2,100
| – | – | 0.08% | 66 |
|
|
2017
Q1 | $222K | Sell |
2,100
-525
| -20% | -$55.5K | 0.08% | 65 |
|
|
2016
Q4 | $272K | Hold |
2,625
| – | – | 0.1% | 59 |
|
|
2016
Q3 | $256K | Hold |
2,625
| – | – | 0.1% | 57 |
|
|
2016
Q2 | $229K | Buy |
+2,625
| New | +$229K | 0.09% | 63 |
|