Wealthcare Capital Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-151
| Closed | -$33K | – | 635 |
|
|
2021
Q1 | $33K | Buy |
+151
| New | +$33K | ﹤0.01% | 179 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$3K | – | 232 |
|
|
2020
Q1 | $3K | Sell |
24
-35
| -59% | -$4.38K | ﹤0.01% | 220 |
|
|
2019
Q4 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 184 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | -$2K | – | 232 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 204 |
|
|
2015
Q2 | – | Sell |
-225
| Closed | – | – | 839 |
|
|
2015
Q1 | $0 | Buy |
+225
| New | – | ﹤0.01% | 1013 |
|
|
2014
Q1 | – | Sell |
-20
| Closed | -$2K | – | 168 |
|
|
2013
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 111 |
|
|
2013
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 111 |
|
|
2013
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 116 |
|