Harvest Group Wealth Management’s Union Pacific UNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	74
2022 Q2	$34K	Hold	150	–	–	0.02%	75
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	+$33.4K	0.02%	45
2021 Q1	–	Sell	-449	Closed	-$94K	–	678
2020 Q4	$94K	Buy	449 +37	+9%	+$7.39K	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%	72
2019 Q4	$74K	Hold	412	–	–	0.06%	67
2019 Q3	$67K	Buy	412 +40	+11%	+$6.73K	0.08%	64
2019 Q2	$62K	Hold	372	–	–	0.08%	61
2019 Q1	$62K	Buy	+372	New	+$59.9K	0.06%	75