WESPAC Advisors SoCal’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-450
| Closed | -$75K | – | 289 |
|
|
2019
Q1 | $75K | Sell |
450
-190
| -30% | -$31.7K | 0.04% | 108 |
|
|
2018
Q4 | $88K | Buy |
640
+140
| +28% | +$19.3K | 0.06% | 102 |
|
|
2018
Q3 | $81K | Buy |
+500
| New | +$81K | 0.04% | 114 |
|
|
2016
Q3 | – | Sell |
-440
| Closed | -$38.4K | – | 300 |
|
|
2016
Q2 | $38.4K | Buy |
440
+175
| +66% | +$15.3K | 0.03% | 127 |
|
|
2016
Q1 | $21.1K | Buy |
+265
| New | +$21.1K | 0.02% | 154 |
|