LWS
Lucia Wealth Services’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $498K | Buy |
2,531
+125
| +5% | +$24.6K | 0.12% | 100 |
|
|
2020
Q2 | $407K | Sell |
2,406
-52
| -2% | -$8.8K | 0.11% | 101 |
|
|
2020
Q1 | $347K | Sell |
2,458
-1,763
| -42% | -$249K | 0.11% | 118 |
|
|
2019
Q4 | $763K | Buy |
4,221
+436
| +12% | +$78.8K | 0.23% | 73 |
|
|
2019
Q3 | $613K | Buy |
3,785
+162
| +4% | +$26.2K | 0.2% | 78 |
|
|
2019
Q2 | $613K | Sell |
3,623
-656
| -15% | -$111K | 0.21% | 75 |
|
|
2019
Q1 | $715K | Buy |
+4,279
| New | +$715K | 0.25% | 79 |
|