SWM
Selective Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,680
| Closed | -$717K | – | 683 |
|
|
2022
Q3 | $717K | Hold |
3,680
| – | – | 0.31% | 46 |
|
|
2022
Q2 | $785K | Hold |
3,680
| – | – | 0.28% | 54 |
|
|
2022
Q1 | $1.01M | Sell |
3,680
-285
| -7% | -$77.8K | 0.36% | 38 |
|
|
2021
Q4 | $999K | Hold |
3,965
| – | – | 0.41% | 35 |
|
|
2021
Q3 | $777K | Buy |
3,965
+285
| +8% | +$55.9K | 0.41% | 34 |
|
|
2021
Q2 | $809K | Hold |
3,680
| – | – | 0.64% | 27 |
|
|
2021
Q1 | $811K | Hold |
3,680
| – | – | 0.74% | 26 |
|
|
2020
Q4 | $766K | Hold |
3,680
| – | – | 0.49% | 29 |
|
|
2020
Q3 | $724K | Sell |
3,680
-37
| -1% | -$7.28K | 0.57% | 26 |
|
|
2020
Q2 | $629K | Buy |
3,717
+3,560
| +2,268% | +$602K | 0.52% | 27 |
|
|
2020
Q1 | $22K | Hold |
157
| – | – | 0.03% | 98 |
|
|
2019
Q4 | $28K | Hold |
157
| – | – | 0.03% | 99 |
|
|
2019
Q3 | $25K | Buy |
+157
| New | +$25K | 0.03% | 109 |
|