Sterling Financial Planning’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,014
| Closed | -$216K | – | 89 |
|
|
2022
Q2 | $216K | Sell |
1,014
-144
| -12% | -$30.7K | 0.15% | 87 |
|
|
2022
Q1 | $316K | Sell |
1,158
-206
| -15% | -$56.2K | 0.2% | 71 |
|
|
2021
Q4 | $344K | Hold |
1,364
| – | – | 0.22% | 70 |
|
|
2021
Q3 | $267K | Buy |
1,364
+250
| +22% | +$48.9K | 0.17% | 72 |
|
|
2021
Q2 | $245K | Sell |
1,114
-1
| -0.1% | -$220 | 0.16% | 72 |
|
|
2021
Q1 | $246K | Sell |
1,115
-59
| -5% | -$13K | 0.18% | 68 |
|
|
2020
Q4 | $244K | Buy |
+1,174
| New | +$244K | 0.2% | 64 |
|