Ten Capital Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$8.65K | – | 530 |
|
|
2023
Q1 | $8.65K | Sell |
43
-139
| -76% | -$28K | ﹤0.01% | 378 |
|
|
2022
Q4 | $37.7K | Sell |
182
-52
| -22% | -$10.8K | 0.02% | 189 |
|
|
2022
Q3 | $46K | Buy |
234
+145
| +163% | +$28.5K | 0.02% | 159 |
|
|
2022
Q2 | $19K | Sell |
89
-16
| -15% | -$3.42K | 0.01% | 212 |
|
|
2022
Q1 | $29K | Hold |
105
| – | – | 0.01% | 177 |
|
|
2021
Q4 | $26K | Hold |
105
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $21K | Sell |
105
-10,943
| -99% | -$2.19M | 0.01% | 204 |
|
|
2021
Q2 | $2.43M | Sell |
11,048
-467
| -4% | -$103K | 0.55% | 47 |
|
|
2021
Q1 | $2.54M | Sell |
11,515
-420
| -4% | -$92.6K | 0.62% | 50 |
|
|
2020
Q4 | $2.49M | Buy |
11,935
+121
| +1% | +$25.2K | 0.69% | 43 |
|
|
2020
Q3 | $2.33M | Buy |
+11,814
| New | +$2.33M | 0.78% | 37 |
|