SFSG
Sound Financial Strategies Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,316
| Closed | -$456K | – | 105 |
|
|
2020
Q3 | $456K | Sell |
2,316
-35
| -1% | -$6.89K | 0.29% | 42 |
|
|
2020
Q2 | $397K | Sell |
2,351
-22
| -0.9% | -$3.72K | 0.26% | 50 |
|
|
2020
Q1 | $335K | Sell |
2,373
-4,215
| -64% | -$595K | 0.23% | 50 |
|
|
2019
Q4 | $1.19M | Buy |
+6,588
| New | +$1.19M | 0.75% | 51 |
|