LGWM
Litman Gregory Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24
| Closed | -$5K | – | 179 |
|
|
2021
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 168 |
|
|
2020
Q4 | $5K | Hold |
24
| – | – | ﹤0.01% | 168 |
|
|
2020
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 179 |
|
|
2020
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 154 |
|
|
2020
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 149 |
|
|
2019
Q4 | $4K | Sell |
24
-123
| -84% | -$20.5K | ﹤0.01% | 185 |
|
|
2019
Q3 | $24K | Sell |
147
-121
| -45% | -$19.8K | 0.01% | 102 |
|
|
2019
Q2 | $45K | Buy |
+268
| New | +$45K | 0.01% | 93 |
|