APWA
Atlas Private Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-462
| Closed | -$84K | – | 668 |
|
|
2021
Q3 | $84K | Sell |
462
-11
| -2% | -$2K | 0.04% | 190 |
|
|
2021
Q2 | $98K | Buy |
473
+18
| +4% | +$3.73K | 0.05% | 161 |
|
|
2021
Q1 | $77K | Buy |
455
+101
| +29% | +$17.1K | 0.04% | 191 |
|
|
2020
Q4 | $60K | Buy |
354
+64
| +22% | +$10.8K | 0.04% | 200 |
|
|
2020
Q3 | $48K | Hold |
290
| – | – | 0.04% | 205 |
|
|
2020
Q2 | $32K | Buy |
+290
| New | +$32K | 0.03% | 259 |
|