WFG Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $928K | Buy |
8,523
+681
| +9% | +$74.1K | 0.21% | 113 |
|
|
2017
Q1 | $831K | Sell |
7,842
-8,590
| -52% | -$910K | 0.22% | 108 |
|
|
2016
Q4 | $1.7M | Buy |
16,432
+6,885
| +72% | +$714K | 0.42% | 55 |
|
|
2016
Q3 | $931K | Buy |
9,547
+133
| +1% | +$13K | 0.23% | 105 |
|
|
2016
Q2 | $821K | Buy |
9,414
+785
| +9% | +$68.5K | 0.22% | 113 |
|
|
2016
Q1 | $686K | Buy |
8,629
+83
| +1% | +$6.6K | 0.2% | 125 |
|
|
2015
Q4 | $668K | Buy |
8,546
+260
| +3% | +$20.3K | 0.2% | 123 |
|
|
2015
Q3 | $733K | Sell |
8,286
-988
| -11% | -$87.4K | 0.23% | 102 |
|
|
2015
Q2 | $884K | Buy |
9,274
+258
| +3% | +$24.6K | 0.24% | 93 |
|
|
2015
Q1 | $977K | Sell |
9,016
-4,811
| -35% | -$521K | 0.27% | 80 |
|
|
2014
Q4 | $1.65M | Buy |
13,827
+1,089
| +9% | +$130K | 0.33% | 57 |
|
|
2014
Q3 | $1.38M | Buy |
12,738
+811
| +7% | +$87.9K | 0.26% | 83 |
|
|
2014
Q2 | $1.19M | Buy |
11,927
+101
| +0.9% | +$10.1K | 0.22% | 106 |
|
|
2014
Q1 | $1.11M | Sell |
11,826
-13,478
| -53% | -$1.27M | 0.22% | 103 |
|
|
2013
Q4 | $2.13M | Sell |
25,304
-348
| -1% | -$29.2K | 0.3% | 69 |
|
|
2013
Q3 | $1.99M | Sell |
25,652
-3,654
| -12% | -$284K | 0.31% | 70 |
|
|
2013
Q2 | $2.26M | Buy |
+29,306
| New | +$2.26M | 0.38% | 60 |
|