HGWM
Harvest Group Wealth Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $30.2K | Hold |
150
| – | – | 0.02% | 70 |
|
|
2022
Q4 | $31.1K | Hold |
150
| – | – | 0.02% | 71 |
|
|
2022
Q3 | $29K | Hold |
150
| – | – | 0.02% | 72 |
|
|
2022
Q2 | $34K | Hold |
150
| – | – | 0.02% | 74 |
|
|
2022
Q1 | $41K | Hold |
150
| – | – | 0.02% | 58 |
|
|
2021
Q4 | $38K | Hold |
150
| – | – | 0.02% | 46 |
|
|
2021
Q3 | $29K | Hold |
150
| – | – | 0.02% | 47 |
|
|
2021
Q2 | $33K | Buy |
+150
| New | +$33K | 0.02% | 45 |
|
|
2021
Q1 | – | Sell |
-449
| Closed | -$94K | – | 682 |
|
|
2020
Q4 | $94K | Buy |
449
+37
| +9% | +$7.75K | 0.06% | 69 |
|
|
2020
Q3 | $81K | Hold |
412
| – | – | 0.06% | 67 |
|
|
2020
Q2 | $69K | Hold |
412
| – | – | 0.06% | 67 |
|
|
2020
Q1 | $58K | Hold |
412
| – | – | 0.06% | 71 |
|
|
2019
Q4 | $74K | Hold |
412
| – | – | 0.06% | 67 |
|
|
2019
Q3 | $67K | Buy |
412
+40
| +11% | +$6.51K | 0.08% | 64 |
|
|
2019
Q2 | $62K | Hold |
372
| – | – | 0.08% | 61 |
|
|
2019
Q1 | $62K | Buy |
+372
| New | +$62K | 0.06% | 75 |
|