Strategic Wealth Investment Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,116
| Closed | -$228K | – | 112 |
|
|
2023
Q2 | $228K | Buy |
1,116
+33
| +3% | +$6.75K | 0.04% | 111 |
|
|
2023
Q1 | $218K | Sell |
1,083
-159
| -13% | -$32K | 0.04% | 122 |
|
|
2022
Q4 | $260K | Buy |
1,242
+95
| +8% | +$19.9K | 0.06% | 101 |
|
|
2022
Q3 | $224K | Buy |
1,147
+120
| +12% | +$23.4K | 0.06% | 99 |
|
|
2022
Q2 | $219K | Buy |
1,027
+47
| +5% | +$10K | 0.05% | 123 |
|
|
2022
Q1 | $268K | Buy |
980
+40
| +4% | +$10.9K | 0.06% | 85 |
|
|
2021
Q4 | $237K | Buy |
+940
| New | +$237K | 0.06% | 76 |
|
|
2021
Q3 | – | Sell |
-922
| Closed | -$203K | – | 94 |
|
|
2021
Q2 | $203K | Sell |
922
-63
| -6% | -$13.9K | 0.07% | 80 |
|
|
2021
Q1 | $217K | Buy |
+985
| New | +$217K | 0.1% | 70 |
|