XWM
Xcel Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,822
| Closed | -$377K | – | 135 |
|
|
2022
Q4 | $377K | Buy |
1,822
+200
| +12% | +$41.4K | 0.15% | 90 |
|
|
2022
Q3 | $316K | Hold |
1,622
| – | – | 0.12% | 101 |
|
|
2022
Q2 | $346K | Sell |
1,622
-494
| -23% | -$105K | 0.13% | 94 |
|
|
2022
Q1 | $578K | Sell |
2,116
-5,505
| -72% | -$1.5M | 0.16% | 86 |
|
|
2021
Q4 | $1.92M | Sell |
7,621
-49
| -0.6% | -$12.3K | 0.49% | 56 |
|
|
2021
Q3 | $1.5M | Buy |
7,670
+2,650
| +53% | +$519K | 0.44% | 60 |
|
|
2021
Q2 | $1.1M | Buy |
5,020
+1,820
| +57% | +$400K | 0.33% | 62 |
|
|
2021
Q1 | $705K | Buy |
+3,200
| New | +$705K | 0.25% | 72 |
|