Elmwood Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-68
| Closed | -$15K | – | 310 |
|
|
2021
Q4 | $15K | Buy |
+68
| New | +$15K | 0.01% | 265 |
|
|
2021
Q2 | $14K | Hold |
68
| – | – | 0.01% | 239 |
|
|
2021
Q1 | $12K | Buy |
+68
| New | +$12K | 0.01% | 242 |
|
|
2020
Q3 | $8K | Hold |
68
| – | – | 0.01% | 196 |
|
|
2020
Q2 | $8K | Buy |
68
+24
| +55% | +$2.82K | 0.01% | 196 |
|
|
2020
Q1 | $4.57K | Buy |
+44
| New | +$4.57K | ﹤0.01% | 228 |
|
|
2019
Q4 | – | Sell |
-35
| Closed | -$4K | – | 233 |
|
|
2019
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 226 |
|
|
2019
Q2 | $4K | Buy |
35
+1
| +3% | +$114 | ﹤0.01% | 248 |
|
|
2019
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 243 |
|
|
2018
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 267 |
|
|
2018
Q3 | $3.99K | Sell |
34
-9
| -21% | -$1.06K | ﹤0.01% | 242 |
|
|
2018
Q2 | $4.67K | Sell |
43
-1
| -2% | -$109 | ﹤0.01% | 229 |
|
|
2018
Q1 | $4.57K | Buy |
+44
| New | +$4.57K | ﹤0.01% | 228 |
|