B. Riley Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.16K | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $730K | Sell |
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|
2020
Q1 | $839K | Buy |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $274 | Sell |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $271K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Buy |
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