One Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-492
| Closed | -$102K | – | 572 |
|
2022
Q4 | $102K | Buy |
+492
| New | +$102K | 0.02% | 290 |
|
2019
Q2 | – | Sell |
-49
| Closed | -$8K | – | 473 |
|
2019
Q1 | $8K | Buy |
+49
| New | +$8K | 0.01% | 335 |
|
2018
Q4 | – | Sell |
-15
| Closed | -$2K | – | 450 |
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 521 |
|