Northstar Wealth Partners’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$563K Sell
2,862
-292
-9% -$57.4K 0.26% 85
2020
Q2
$533K Buy
3,154
+62
+2% +$10.5K 0.22% 101
2020
Q1
$436K Sell
3,092
-375
-11% -$52.9K 0.22% 96
2019
Q4
$626K Sell
3,467
-90
-3% -$16.3K 0.26% 99
2019
Q3
$576K Hold
3,557
0.25% 99
2019
Q2
$602K Hold
3,557
0.27% 99
2019
Q1
$595K Buy
3,557
+60
+2% +$10K 0.27% 99
2018
Q4
$483K Hold
3,497
0.25% 101
2018
Q3
$569K Buy
3,497
+37
+1% +$6.02K 0.27% 98
2018
Q2
$490K Hold
3,460
0.25% 111
2018
Q1
$465K Buy
+3,460
New +$465K 0.24% 111