Royal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,245
| Closed | -$255K | – | 101 |
|
|
2023
Q2 | $255K | Buy |
1,245
+8
| +0.6% | +$1.64K | 0.24% | 76 |
|
|
2023
Q1 | $249K | Hold |
1,237
| – | – | 0.25% | 81 |
|
|
2022
Q4 | $256K | Buy |
1,237
+14
| +1% | +$2.9K | 0.27% | 73 |
|
|
2022
Q3 | $238K | Buy |
1,223
+7
| +0.6% | +$1.36K | 0.28% | 79 |
|
|
2022
Q2 | $259K | Buy |
1,216
+5
| +0.4% | +$1.07K | 0.28% | 75 |
|
|
2022
Q1 | $331K | Hold |
1,211
| – | – | 0.32% | 72 |
|
|
2021
Q4 | $305K | Buy |
+1,211
| New | +$305K | 0.3% | 77 |
|