LWP
Lumature Wealth Partners’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $121K | Sell |
591
-3
| -0.5% | -$614 | 0.07% | 185 |
|
|
2023
Q1 | $120K | Sell |
594
-6
| -1% | -$1.21K | 0.07% | 180 |
|
|
2022
Q4 | $124K | Sell |
600
-41
| -6% | -$8.49K | 0.07% | 178 |
|
|
2022
Q3 | $125K | Sell |
641
-22
| -3% | -$4.29K | 0.07% | 184 |
|
|
2022
Q2 | $141K | Sell |
663
-237
| -26% | -$50.4K | 0.06% | 193 |
|
|
2022
Q1 | $246K | Sell |
900
-922
| -51% | -$252K | 0.1% | 144 |
|
|
2021
Q4 | $459K | Buy |
1,822
+194
| +12% | +$48.9K | 0.18% | 97 |
|
|
2021
Q3 | $319K | Buy |
1,628
+282
| +21% | +$55.3K | 0.13% | 115 |
|
|
2021
Q2 | $296K | Buy |
1,346
+515
| +62% | +$113K | 0.12% | 114 |
|
|
2021
Q1 | $183K | Sell |
831
-396
| -32% | -$87.2K | 0.1% | 123 |
|
|
2020
Q4 | $256K | Buy |
+1,227
| New | +$256K | 0.24% | 111 |
|