LWM
LBA Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.15M | Buy |
10,827
+450
| +4% | +$47.7K | 0.6% | 30 |
|
|
2016
Q4 | $1.08M | Buy |
10,377
+25
| +0.2% | +$2.59K | 0.59% | 31 |
|
|
2016
Q3 | $1.01M | Buy |
10,352
+58
| +0.6% | +$5.66K | 0.57% | 31 |
|
|
2016
Q2 | $898K | Buy |
10,294
+5
| +0% | +$436 | 0.5% | 39 |
|
|
2016
Q1 | $818K | Sell |
10,289
-25
| -0.2% | -$1.99K | 0.47% | 37 |
|
|
2015
Q4 | $807K | Buy |
10,314
+425
| +4% | +$33.3K | 0.46% | 38 |
|
|
2015
Q3 | $874K | Sell |
9,889
-495
| -5% | -$43.7K | 0.55% | 31 |
|
|
2015
Q2 | $990K | Buy |
10,384
+10
| +0.1% | +$953 | 0.62% | 31 |
|
|
2015
Q1 | $1.12M | Buy |
10,374
+550
| +6% | +$59.6K | 0.71% | 30 |
|
|
2014
Q4 | $1.17M | Sell |
9,824
-278
| -3% | -$33.1K | 0.77% | 24 |
|
|
2014
Q3 | $1.1M | Buy |
10,102
+78
| +0.8% | +$8.46K | 0.76% | 29 |
|
|
2014
Q2 | $1M | Buy |
10,024
+5,047
| +101% | +$503K | 0.82% | 31 |
|
|
2014
Q1 | $934K | Buy |
4,977
+30
| +0.6% | +$5.63K | 0.77% | 33 |
|
|
2013
Q4 | $831K | Buy |
+4,947
| New | +$831K | 0.68% | 39 |
|