Stonebridge Financial Planning Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-231
| Closed | -$57K | – | 350 |
|
|
2021
Q4 | $57K | Hold |
231
| – | – | 0.03% | 209 |
|
|
2021
Q3 | $55K | Hold |
231
| – | – | 0.03% | 215 |
|
|
2021
Q2 | $51K | Hold |
231
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $52K | Hold |
231
| – | – | 0.03% | 209 |
|
|
2020
Q4 | $48K | Hold |
231
| – | – | 0.03% | 201 |
|
|
2020
Q3 | $49K | Hold |
231
| – | – | 0.04% | 192 |
|
|
2020
Q2 | $39K | Buy |
231
+1
| +0.4% | +$169 | 0.03% | 199 |
|
|
2020
Q1 | $34K | Buy |
230
+2
| +0.9% | +$296 | 0.03% | 199 |
|
|
2019
Q4 | $41K | Buy |
+228
| New | +$41K | 0.04% | 181 |
|