BWA
Burt Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-77
| Closed | -$9K | – | 392 |
|
|
2016
Q4 | $9K | Sell |
77
-50
| -39% | -$5.84K | 0.01% | 288 |
|
|
2016
Q3 | $13K | Hold |
127
| – | – | 0.01% | 251 |
|
|
2016
Q2 | $13K | Sell |
127
-50
| -28% | -$5.12K | 0.01% | 252 |
|
|
2016
Q1 | $19K | Hold |
177
| – | – | 0.02% | 252 |
|
|
2015
Q4 | $17K | Hold |
177
| – | – | 0.01% | 226 |
|
|
2015
Q3 | $17K | Sell |
177
-43
| -20% | -$4.13K | 0.02% | 201 |
|
|
2015
Q2 | $21K | Buy |
220
+100
| +83% | +$9.55K | 0.02% | 204 |
|
|
2015
Q1 | $11K | Hold |
120
| – | – | 0.01% | 236 |
|
|
2014
Q4 | $13K | Buy |
+120
| New | +$13K | 0.01% | 214 |
|