Schneider Downs Wealth Management 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
Q4 | – | Sell |
-1,839
| Closed | -$358K | – | 153 |
|
|
2022
Q3 | $358K | Sell |
1,839
-739
| -29% | -$144K | 0.1% | 82 |
|
|
2022
Q2 | $550K | Sell |
2,578
-9
| -0.3% | -$1.92K | 0.15% | 67 |
|
|
2022
Q1 | $707K | Buy |
2,587
+16
| +0.6% | +$4.37K | 0.18% | 60 |
|
|
2021
Q4 | $648K | Sell |
2,571
-9
| -0.3% | -$2.27K | 0.15% | 73 |
|
|
2021
Q3 | $506K | Buy |
2,580
+572
| +28% | +$112K | 0.13% | 77 |
|
|
2021
Q2 | $442K | Sell |
2,008
-35
| -2% | -$7.7K | 0.11% | 78 |
|
|
2021
Q1 | $450K | Buy |
+2,043
| New | +$450K | 0.11% | 74 |
|