Unionview, LLC Closed Holding Positions

Unionview, LLC

$128 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
QCOM Qualcomm Inc Technology	Q2 2022 Filed on Aug 09, 2022	1,502	$120.09 - $153.81 $180K - $231K
MBB Ishares Tr ETFs	Q2 2022 Filed on Aug 09, 2022	8,294	$94.4 - $101.46 $783K - $842K
TSLA Tesla, Inc. Consumer Cyclical	Q2 2022 Filed on Aug 09, 2022	198	$628.16 - $1145.45 $124K - $227K
EFG Msci Eafe Growth ETF ETFs	Q2 2022 Filed on Aug 09, 2022	2,174	$77.95 - $97.78 $169K - $213K
BND Vanguard Bd Index Fd Inc Total ETFs	Q2 2022 Filed on Aug 09, 2022	3,058	$73.3 - $79.23 $224K - $242K
MUB Ishares National Muni Bond ETF ETFs	Q2 2022 Filed on Aug 09, 2022	3,971	$104.73 - $109.51 $416K - $435K
T At&T Inc. Communication Services	Q2 2022 Filed on Aug 09, 2022	9,012	$17.92 - $21.32 $161K - $192K
ADSK Autodesk, Inc. Technology	Q2 2022 Filed on Aug 09, 2022	1,026	$164.31 - $218.77 $169K - $224K
ADBE Adobe Inc. Technology	Q2 2022 Filed on Aug 09, 2022	520	$360.79 - $468.81 $188K - $244K
UPS United Parcel Service Inc Industrials	Q2 2022 Filed on Aug 09, 2022	1,087	$167.39 - $206.64 $182K - $225K
ICSH Blackrock Ultra Short Term Bon ETFs	Q1 2022 Filed on May 16, 2022	23,272	$50.1 - $50.39 $1.17M - $1.17M
ZTS Zoetis Inc. Healthcare	Q1 2022 Filed on May 16, 2022	1,130	$181.39 - $234.03 $205K - $264K
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	Q1 2022 Filed on May 16, 2022	10,499	$24.54 - $25.63 $258K - $269K
CRM Salesforce, Inc. Technology	Q1 2022 Filed on May 16, 2022	905	$190.54 - $255.46 $172K - $231K
MMM 3 M CO Industrials	Q1 2022 Filed on May 16, 2022	1,180	$140.96 - $181.02 $166K - $214K
EAGG Ishares Esg Aware U.S. Aggrega ETFs	Q1 2022 Filed on May 16, 2022	5,554	$51.09 - $54.52 $284K - $303K

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