Total Clarity Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,128
| Closed | -$234K | – | 244 |
|
|
2022
Q4 | $234K | Buy |
1,128
+99
| +10% | +$20.5K | 0.12% | 197 |
|
|
2022
Q3 | $200K | Buy |
1,029
+44
| +4% | +$8.55K | 0.13% | 222 |
|
|
2022
Q2 | $210K | Buy |
985
+85
| +9% | +$18.1K | 0.11% | 193 |
|
|
2022
Q1 | $246K | Buy |
900
+736
| +449% | +$201K | 0.14% | 184 |
|
|
2021
Q4 | $41K | Buy |
164
+14
| +9% | +$3.5K | 0.02% | 442 |
|
|
2021
Q3 | $29K | Buy |
+150
| New | +$29K | 0.01% | 489 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$33K | – | 712 |
|
|
2021
Q1 | $33K | Buy |
+150
| New | +$33K | 0.02% | 386 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$63K | – | 585 |
|
|
2019
Q4 | $63K | Buy |
+350
| New | +$63K | 0.05% | 235 |
|