TrueWealth LLC’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $457K | Sell |
2,703
-51
| -2% | -$8.62K | 0.19% | 75 |
|
|
2020
Q1 | $388K | Sell |
2,754
-106
| -4% | -$14.9K | 0.19% | 79 |
|
|
2019
Q4 | $517K | Buy |
2,860
+35
| +1% | +$6.33K | 0.21% | 73 |
|
|
2019
Q3 | $458K | Hold |
2,825
| – | – | 0.2% | 75 |
|
|
2019
Q2 | $478K | Sell |
2,825
-122
| -4% | -$20.6K | 0.21% | 74 |
|
|
2019
Q1 | $493K | Hold |
2,947
| – | – | 0.23% | 72 |
|
|
2018
Q4 | $407K | Hold |
2,947
| – | – | 0.21% | 79 |
|
|
2018
Q3 | $480K | Sell |
2,947
-93
| -3% | -$15.1K | 0.22% | 70 |
|
|
2018
Q2 | $431K | Sell |
3,040
-66
| -2% | -$9.36K | 0.21% | 72 |
|
|
2018
Q1 | $418K | Sell |
3,106
-91
| -3% | -$12.2K | 0.21% | 72 |
|
|
2017
Q4 | $429K | Buy |
+3,197
| New | +$429K | 0.2% | 78 |
|