AmeriServ Wealth Advisors’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
Q2 | – | Sell |
-1,250
| Closed | -$268K | – | 70 |
|
|
2022
Q1 | $268K | Hold |
1,250
| – | – | 0.2% | 59 |
|
|
2021
Q4 | $268K | Hold |
1,250
| – | – | 0.18% | 55 |
|
|
2021
Q3 | $228K | Hold |
1,250
| – | – | 0.18% | 61 |
|
|
2021
Q2 | $260K | Hold |
1,250
| – | – | 0.2% | 59 |
|
|
2021
Q1 | $212K | Sell |
1,250
-11
| -0.9% | -$1.87K | 0.18% | 62 |
|
|
2020
Q4 | $212K | Buy |
+1,261
| New | +$212K | 0.21% | 64 |
|