Sterling Investment Advisors (Pennsylvania)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-25
| Closed | -$5K | – | 605 |
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 458 |
|
2021
Q1 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 438 |
|
2019
Q2 | – | Sell |
-33
| Closed | -$6K | – | 445 |
|
2019
Q1 | $6K | Hold |
33
| – | – | ﹤0.01% | 368 |
|
2018
Q4 | $4K | Sell |
33
-34
| -51% | -$4.12K | ﹤0.01% | 368 |
|
2018
Q3 | $11K | Buy |
67
+34
| +103% | +$5.58K | 0.01% | 355 |
|
2018
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 357 |
|
2017
Q3 | – | Sell |
-21
| Closed | -$2K | – | 370 |
|
2017
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 361 |
|