Advocacy Wealth Management Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$21K | – | 227 |
|
|
2021
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 90 |
|
|
2021
Q3 | $18K | Sell |
100
-73
| -42% | -$13.1K | ﹤0.01% | 101 |
|
|
2021
Q2 | $36K | Buy |
+173
| New | +$36K | 0.01% | 79 |
|
|
2016
Q2 | – | Sell |
-11
| Closed | -$1K | – | 457 |
|
|
2016
Q1 | $1K | Sell |
11
-363
| -97% | -$33K | ﹤0.01% | 484 |
|
|
2015
Q4 | $36K | Buy |
+374
| New | +$36K | 0.04% | 195 |
|