Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $189K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $391K | Hold |
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|
2020
Q3 | $387K | Sell |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $392K | Buy |
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|
2018
Q3 | $447K | Sell |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $442K | Sell |
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|
2017
Q3 | $389K | Sell |
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|
2017
Q2 | $383K | Sell |
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|
2017
Q1 | $369K | Sell |
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|
2016
Q4 | $415K | Sell |
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|
2016
Q3 | $411K | Sell |
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|
2016
Q2 | $412K | Sell |
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|
2016
Q1 | $406K | Buy |
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