TFO Wealth Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$614 | – | 1088 |
|
|
2023
Q3 | $614 | Buy |
+3
| New | +$614 | ﹤0.01% | 397 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$2K | – | 475 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 360 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$2K | – | 164 |
|
|
2020
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 139 |
|