WAM
Wakefield Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,352
| Closed | -$333K | – | 174 |
|
|
2024
Q3 | $333K | Buy |
1,352
+23
| +2% | +$5.67K | 0.11% | 140 |
|
|
2024
Q2 | $301K | Buy |
+1,329
| New | +$301K | 0.11% | 141 |
|
|
2020
Q3 | – | Sell |
-1,269
| Closed | -$215K | – | 173 |
|
|
2020
Q2 | $215K | Buy |
+1,269
| New | +$215K | 0.1% | 154 |
|