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 |
|