Wealth Effects’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-866
| Closed | -$213K | – | 235 |
|
|
2023
Q4 | $213K | Buy |
+866
| New | +$213K | 0.08% | 199 |
|
|
2022
Q2 | – | Sell |
-1,223
| Closed | -$334K | – | 211 |
|
|
2022
Q1 | $334K | Buy |
1,223
+40
| +3% | +$10.9K | 0.16% | 131 |
|
|
2021
Q4 | $298K | Buy |
+1,183
| New | +$298K | 0.12% | 149 |
|