Lehman Financial Resources’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $342K | Buy |
2,104
+144
| +7% | +$23.4K | 0.16% | 63 |
|
|
2018
Q2 | $277K | Hold |
1,960
| – | – | 0.14% | 64 |
|
|
2018
Q1 | $263K | Hold |
1,960
| – | – | 0.13% | 65 |
|
|
2017
Q4 | $262K | Hold |
1,960
| – | – | 0.14% | 66 |
|
|
2017
Q3 | $227K | Hold |
1,960
| – | – | 0.12% | 64 |
|
|
2017
Q2 | $211K | Hold |
1,960
| – | – | 0.12% | 58 |
|
|
2017
Q1 | $207K | Hold |
1,960
| – | – | 0.11% | 58 |
|
|
2016
Q4 | $203K | Buy |
+1,960
| New | +$203K | 0.12% | 57 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$44K | – | 330 |
|
|
2015
Q3 | $44K | Buy |
500
+300
| +150% | +$26.4K | 0.02% | 158 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | 0.01% | 256 |
|
|
2015
Q1 | $22K | Hold |
200
| – | – | 0.01% | 244 |
|
|
2014
Q4 | $24K | Hold |
200
| – | – | 0.01% | 219 |
|
|
2014
Q3 | $22K | Hold |
200
| – | – | 0.01% | 229 |
|
|
2014
Q2 | $20K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2014
Q1 | $19K | Hold |
200
| – | – | 0.01% | 234 |
|
|
2013
Q4 | $17K | Hold |
200
| – | – | 0.01% | 235 |
|
|
2013
Q3 | $16K | Hold |
200
| – | – | 0.01% | 228 |
|
|
2013
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 205 |
|