Lake Point Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $60K | Hold |
282
| – | – | 0.03% | 58 |
|
|
2022
Q1 | $77K | Hold |
282
| – | – | 0.04% | 48 |
|
|
2021
Q4 | $71K | Buy |
282
+200
| +244% | +$50.4K | 0.03% | 59 |
|
|
2021
Q3 | $16K | Hold |
82
| – | – | 0.01% | 128 |
|
|
2021
Q2 | $18K | Buy |
+82
| New | +$18K | 0.01% | 132 |
|
|
2020
Q1 | $3K | Sell |
20
-62
| -76% | -$9.3K | ﹤0.01% | 239 |
|
|
2019
Q4 | $15K | Buy |
+82
| New | +$15K | 0.01% | 235 |
|
|
2019
Q2 | $14K | Hold |
82
| – | – | ﹤0.01% | 286 |
|
|
2019
Q1 | $14K | Hold |
82
| – | – | ﹤0.01% | 286 |
|
|
2018
Q4 | $11K | Buy |
+82
| New | +$11K | ﹤0.01% | 446 |
|