Retirement Income Solutions’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,206
| Closed | -$247K | – | 142 |
|
2023
Q2 | $247K | Sell |
1,206
-80
| -6% | -$16.4K | 0.07% | 117 |
|
2023
Q1 | $259K | Buy |
1,286
+120
| +10% | +$24.2K | 0.08% | 114 |
|
2022
Q4 | $241K | Buy |
+1,166
| New | +$241K | 0.08% | 104 |
|
2018
Q1 | – | Sell |
-8,047
| Closed | -$1.08M | – | 74 |
|
2017
Q4 | $1.08M | Buy |
+8,047
| New | +$1.08M | 0.63% | 15 |
|