SHJ
Sharkey, Howes & Javer’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-22
| Closed | -$2K | – | 219 |
|
|
2018
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 186 |
|
|
2017
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 183 |
|
|
2017
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 184 |
|
|
2016
Q3 | – | Sell |
-785
| Closed | -$68K | – | 238 |
|
|
2016
Q2 | $68K | Hold |
785
| – | – | 0.04% | 80 |
|
|
2016
Q1 | $62K | Hold |
785
| – | – | 0.05% | 82 |
|
|
2015
Q4 | $61K | Hold |
785
| – | – | 0.04% | 81 |
|
|
2015
Q3 | $68K | Buy |
785
+143
| +22% | +$12.4K | 0.05% | 78 |
|
|
2015
Q2 | $61K | Buy |
642
+80
| +14% | +$7.6K | 0.05% | 64 |
|
|
2015
Q1 | $61K | Buy |
+562
| New | +$61K | 0.04% | 79 |
|