MAWCM
Mine & Arao Wealth Creation & Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-568
| Closed | -$140K | – | 338 |
|
|
2024
Q1 | $140K | Buy |
568
+87
| +18% | +$21.4K | 0.07% | 86 |
|
|
2023
Q4 | $118K | Buy |
481
+5
| +1% | +$1.23K | 0.06% | 95 |
|
|
2023
Q3 | $96.8K | Buy |
476
+3
| +0.6% | +$610 | 0.06% | 105 |
|
|
2023
Q2 | $96.7K | Buy |
473
+16
| +4% | +$3.27K | 0.06% | 108 |
|
|
2023
Q1 | $91.9K | Hold |
457
| – | – | 0.06% | 107 |
|
|
2022
Q4 | $94.6K | Buy |
457
+6
| +1% | +$1.24K | 0.07% | 101 |
|
|
2022
Q3 | $88K | Buy |
451
+301
| +201% | +$58.7K | 0.06% | 104 |
|
|
2022
Q2 | $32K | Hold |
150
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $41K | Buy |
+150
| New | +$41K | 0.02% | 157 |
|