Engrave Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,009
| Closed | -$210K | – | 79 |
|
|
2021
Q2 | $210K | Buy |
+1,009
| New | +$210K | 0.06% | 74 |
|
|
2021
Q1 | – | Sell |
-1,260
| Closed | -$206K | – | 74 |
|
|
2020
Q4 | $206K | Sell |
1,260
-8,519
| -87% | -$1.39M | 0.17% | 54 |
|
|
2020
Q3 | $1.66M | Buy |
9,779
+9,137
| +1,423% | +$1.55M | 1.6% | 16 |
|
|
2020
Q2 | $71K | Buy |
642
+79
| +14% | +$8.74K | 0.06% | 91 |
|
|
2020
Q1 | $52K | Sell |
563
-216
| -28% | -$20K | 0.06% | 92 |
|
|
2019
Q4 | $91K | Buy |
+779
| New | +$91K | 0.09% | 85 |
|