MPS Loria Financial Planners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-162
| Closed | -$35K | – | 537 |
|
|
2021
Q1 | $35K | Hold |
162
| – | – | 0.02% | 193 |
|
|
2020
Q4 | $33K | Buy |
162
+53
| +49% | +$10.8K | 0.01% | 193 |
|
|
2020
Q3 | $21K | Buy |
109
+1
| +0.9% | +$193 | 0.01% | 197 |
|
|
2020
Q2 | $18K | Buy |
+108
| New | +$18K | 0.01% | 208 |
|
|
2017
Q3 | – | Sell |
-102
| Closed | -$11K | – | 317 |
|
|
2017
Q2 | $11K | Buy |
+102
| New | +$11K | 0.01% | 291 |
|