Lau Associates’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $271K | Hold |
1,498
| – | – | 0.13% | 83 |
|
|
2019
Q3 | $243K | Buy |
1,498
+300
| +25% | +$48.7K | 0.13% | 86 |
|
|
2019
Q2 | $203K | Hold |
1,198
| – | – | 0.1% | 88 |
|
|
2019
Q1 | $200K | Sell |
1,198
-682
| -36% | -$114K | 0.1% | 87 |
|
|
2018
Q4 | $260K | Buy |
+1,880
| New | +$260K | 0.14% | 88 |
|
|
2018
Q1 | – | Sell |
-1,735
| Closed | -$233K | – | 80 |
|
|
2017
Q4 | $233K | Buy |
+1,735
| New | +$233K | 0.18% | 71 |
|