RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,288
| Closed | -$352K | – | 132 |
|
|
2022
Q1 | $352K | Buy |
1,288
+1,230
| +2,121% | +$336K | 0.06% | 64 |
|
|
2021
Q4 | $15K | Buy |
+58
| New | +$15K | ﹤0.01% | 212 |
|
|
2018
Q2 | – | Sell |
-11,883
| Closed | -$1.6M | – | 83 |
|
|
2018
Q1 | $1.6M | Buy |
11,883
+733
| +7% | +$98.5K | 0.77% | 21 |
|
|
2017
Q4 | $1.5M | Sell |
11,150
-39
| -0.3% | -$5.23K | 0.8% | 20 |
|
|
2017
Q3 | $1.3M | Hold |
11,189
| – | – | 0.86% | 22 |
|
|
2017
Q2 | $1.22M | Buy |
11,189
+3,239
| +41% | +$353K | 0.83% | 21 |
|
|
2017
Q1 | $842K | Sell |
7,950
-3,700
| -32% | -$392K | 0.57% | 26 |
|
|
2016
Q4 | $1.21M | Sell |
11,650
-155
| -1% | -$16.1K | 0.68% | 22 |
|
|
2016
Q3 | $1.15M | Buy |
+11,805
| New | +$1.15M | 0.71% | 21 |
|