Omnia Family Wealth’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-148
| Closed | -$25K | – | 497 |
|
|
2019
Q1 | $25K | Buy |
148
+11
| +8% | +$1.86K | 0.01% | 201 |
|
|
2018
Q4 | $19K | Hold |
137
| – | – | 0.01% | 198 |
|
|
2018
Q3 | $22K | Hold |
137
| – | – | 0.01% | 200 |
|
|
2018
Q2 | $19K | Hold |
137
| – | – | 0.01% | 218 |
|
|
2018
Q1 | $18K | Hold |
137
| – | – | 0.01% | 219 |
|
|
2017
Q4 | $18K | Hold |
137
| – | – | 0.01% | 243 |
|
|
2017
Q3 | $16K | Sell |
137
-81
| -37% | -$9.46K | 0.01% | 227 |
|
|
2017
Q2 | $24K | Hold |
218
| – | – | 0.01% | 205 |
|
|
2017
Q1 | $23K | Hold |
218
| – | – | 0.01% | 204 |
|
|
2016
Q4 | $23K | Buy |
+218
| New | +$23K | 0.01% | 212 |
|