PRW Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,123
| Closed | -$467K | – | 273 |
|
|
2021
Q2 | $467K | Buy |
+2,123
| New | +$467K | 0.14% | 169 |
|
|
2019
Q2 | – | Sell |
-581
| Closed | -$98K | – | 636 |
|
|
2019
Q1 | $98K | Sell |
581
-150
| -21% | -$25.3K | 0.09% | 84 |
|
|
2018
Q4 | $101K | Buy |
+731
| New | +$101K | 0.13% | 86 |
|