PVWM
Point View Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,372
| Closed | -$467K | – | 277 |
|
|
2020
Q3 | $467K | Hold |
2,372
| – | – | 0.22% | 141 |
|
|
2020
Q2 | $401K | Hold |
2,372
| – | – | 0.19% | 159 |
|
|
2020
Q1 | $335K | Hold |
2,372
| – | – | 0.18% | 166 |
|
|
2019
Q4 | $429K | Sell |
2,372
-18
| -0.8% | -$3.26K | 0.18% | 166 |
|
|
2019
Q3 | $387K | Sell |
2,390
-287
| -11% | -$46.5K | 0.18% | 167 |
|
|
2019
Q2 | $453K | Sell |
2,677
-102
| -4% | -$17.3K | 0.19% | 154 |
|
|
2019
Q1 | $465K | Buy |
2,779
+102
| +4% | +$17.1K | 0.21% | 149 |
|
|
2018
Q4 | $370K | Hold |
2,677
| – | – | 0.19% | 157 |
|
|
2018
Q3 | $436K | Sell |
2,677
-7
| -0.3% | -$1.14K | 0.19% | 155 |
|
|
2018
Q2 | $380K | Sell |
2,684
-51
| -2% | -$7.22K | 0.18% | 163 |
|
|
2018
Q1 | $368K | Hold |
2,735
| – | – | 0.18% | 163 |
|
|
2017
Q4 | $367K | Hold |
2,735
| – | – | 0.17% | 160 |
|
|
2017
Q3 | $318K | Sell |
2,735
-48
| -2% | -$5.58K | 0.15% | 177 |
|
|
2017
Q2 | $303K | Sell |
2,783
-21
| -0.7% | -$2.29K | 0.15% | 183 |
|
|
2017
Q1 | $297K | Buy |
2,804
+48
| +2% | +$5.08K | 0.15% | 179 |
|
|
2016
Q4 | $286K | Sell |
2,756
-346
| -11% | -$35.9K | 0.16% | 172 |
|
|
2016
Q3 | $303K | Hold |
3,102
| – | – | 0.18% | 165 |
|
|
2016
Q2 | $271K | Buy |
3,102
+34
| +1% | +$2.97K | 0.16% | 176 |
|
|
2016
Q1 | $244K | Buy |
3,068
+387
| +14% | +$30.8K | 0.16% | 181 |
|
|
2015
Q4 | $210K | Buy |
+2,681
| New | +$210K | 0.15% | 183 |
|
|
2015
Q1 | – | Sell |
-1,690
| Closed | -$201K | – | 197 |
|
|
2014
Q4 | $201K | Buy |
+1,690
| New | +$201K | 0.15% | 172 |
|