Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10
| Closed | -$2K | – | 778 |
|
|
2022
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 638 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$15K | – | 718 |
|
|
2021
Q2 | $15K | Buy |
67
+45
| +205% | +$10.1K | 0.01% | 435 |
|
|
2021
Q1 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 549 |
|
|
2018
Q3 | $120K | Buy |
734
+134
| +22% | +$21.9K | 0.08% | 177 |
|
|
2018
Q2 | $85K | Hold |
600
| – | – | 0.06% | 190 |
|
|
2018
Q1 | $81K | Hold |
600
| – | – | 0.06% | 184 |
|
|
2017
Q4 | $84K | Buy |
+600
| New | +$84K | 0.06% | 182 |
|