Lourd Capital’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $328K | Buy |
1,937
+110
| +6% | +$18.6K | 0.03% | 92 |
|
|
2019
Q1 | $305K | Sell |
1,827
-650
| -26% | -$109K | 0.03% | 91 |
|
|
2018
Q4 | $342K | Buy |
2,477
+28
| +1% | +$3.87K | 0.03% | 171 |
|
|
2018
Q3 | $399K | Buy |
+2,449
| New | +$399K | 0.03% | 159 |
|
|
2018
Q1 | – | Sell |
-2,334
| Closed | -$313K | – | 323 |
|
|
2017
Q4 | $313K | Buy |
2,334
+545
| +30% | +$73.1K | 0.02% | 227 |
|
|
2017
Q3 | $207K | Sell |
1,789
-985
| -36% | -$114K | 0.02% | 110 |
|
|
2017
Q2 | $302K | Buy |
2,774
+255
| +10% | +$27.8K | 0.03% | 90 |
|
|
2017
Q1 | $267K | Buy |
+2,519
| New | +$267K | 0.03% | 96 |
|