Evolution Wealth Advisors’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
Q4 | – | Sell |
-92
| Closed | -$17K | – | 606 |
|
|
2021
Q3 | $17K | Hold |
92
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $19K | Sell |
92
-41
| -31% | -$8.47K | ﹤0.01% | 314 |
|
|
2021
Q1 | $23K | Buy |
133
+41
| +45% | +$7.09K | 0.01% | 275 |
|
|
2020
Q4 | $15K | Hold |
92
| – | – | ﹤0.01% | 305 |
|
|
2020
Q3 | $15K | Hold |
92
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $10K | Sell |
92
-20,432
| -100% | -$2.22M | ﹤0.01% | 293 |
|
|
2020
Q1 | $1.92M | Buy |
20,524
+20,429
| +21,504% | +$1.91M | 0.77% | 32 |
|
|
2019
Q4 | $11K | Sell |
95
-47
| -33% | -$5.44K | ﹤0.01% | 293 |
|
|
2019
Q3 | $17K | Buy |
142
+104
| +274% | +$12.5K | 0.01% | 119 |
|
|
2019
Q2 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 312 |
|