Squar Milner Financial Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-120
| Closed | -$16K | – | 707 |
|
|
2020
Q1 | $16K | Buy |
120
+13
| +12% | +$1.73K | 0.01% | 501 |
|
|
2019
Q4 | $19K | Buy |
+107
| New | +$19K | 0.01% | 527 |
|
|
2019
Q3 | – | Sell |
-87
| Closed | -$15K | – | 685 |
|
|
2019
Q2 | $15K | Sell |
87
-77
| -47% | -$13.3K | 0.01% | 486 |
|
|
2019
Q1 | $27K | Buy |
164
+129
| +369% | +$21.2K | 0.02% | 396 |
|
|
2018
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 575 |
|
|
2018
Q3 | $6K | Hold |
35
| – | – | 0.01% | 586 |
|
|
2018
Q2 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 717 |
|