CWA
Clarus Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-640
| Closed | -$66K | – | 518 |
|
|
2019
Q2 | $66K | Sell |
640
-50
| -7% | -$5.16K | 0.05% | 243 |
|
|
2019
Q1 | $77K | Sell |
690
-898
| -57% | -$100K | 0.06% | 233 |
|
|
2018
Q4 | $155K | Buy |
1,588
+5
| +0.3% | +$488 | 0.24% | 116 |
|
|
2018
Q3 | $185K | Sell |
1,583
-106
| -6% | -$12.4K | 0.12% | 141 |
|
|
2018
Q2 | $177K | Buy |
+1,689
| New | +$177K | 0.13% | 127 |
|
|
2018
Q1 | – | Sell |
-1,744
| Closed | -$208K | – | 149 |
|
|
2017
Q4 | $208K | Buy |
+1,744
| New | +$208K | 0.2% | 108 |
|