WESPAC Advisors’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 |
-18,361
| Closed | -$3.07M | – | 139 |
|
|
2019
Q1 | $3.07M | Buy |
18,361
+2,105
| +13% | +$352K | 2.12% | 10 |
|
|
2018
Q4 | $2.25M | Buy |
+16,256
| New | +$2.25M | 2.18% | 16 |
|
|
2014
Q4 | – | Sell |
-8,743
| Closed | -$948K | – | 155 |
|
|
2014
Q3 | $948K | Buy |
8,743
+2,227
| +34% | +$241K | 0.76% | 53 |
|
|
2014
Q2 | $650K | Buy |
6,516
+1,390
| +27% | +$139K | 0.74% | 55 |
|
|
2014
Q1 | $481K | Sell |
5,126
-3,938
| -43% | -$370K | 0.42% | 90 |
|
|
2013
Q4 | $761K | Buy |
9,064
+5,590
| +161% | +$469K | 0.63% | 72 |
|
|
2013
Q3 | $270K | Buy |
+3,474
| New | +$270K | 0.31% | 95 |
|