BWP
Bernardo Wealth Planning’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,283
| Closed | -$2.57M | – | 146 |
|
|
2020
Q4 | $2.57M | Buy |
15,283
+232
| +2% | +$39.1K | 0.99% | 21 |
|
|
2020
Q3 | $2.51M | Sell |
15,051
-2
| -0% | -$333 | 1.13% | 18 |
|
|
2020
Q2 | $1.67M | Buy |
15,053
+39
| +0.3% | +$4.33K | 0.9% | 22 |
|
|
2020
Q1 | $1.4M | Sell |
15,014
-134
| -0.9% | -$12.5K | 0.97% | 23 |
|
|
2019
Q4 | $1.77M | Sell |
15,148
-92
| -0.6% | -$10.8K | 1.08% | 21 |
|
|
2019
Q3 | $1.83M | Sell |
15,240
-100
| -0.7% | -$12K | 1.32% | 16 |
|
|
2019
Q2 | $1.58M | Buy |
15,340
+88
| +0.6% | +$9.09K | 1.24% | 18 |
|
|
2019
Q1 | $1.7M | Sell |
15,252
-1
| -0% | -$112 | 1.35% | 19 |
|
|
2018
Q4 | $1.49M | Buy |
+15,253
| New | +$1.49M | 1.32% | 17 |
|