FP
Fiduciary Planning’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11
| Closed | -$2K | – | 250 |
|
|
2021
Q1 | $2K | Sell |
11
-13,512
| -100% | -$2.46M | ﹤0.01% | 236 |
|
|
2020
Q4 | $2.28M | Buy |
13,523
+849
| +7% | +$143K | 3.21% | 5 |
|
|
2020
Q3 | $2.11M | Buy |
12,674
+532
| +4% | +$88.7K | 3.48% | 5 |
|
|
2020
Q2 | $1.73M | Buy |
12,142
+254
| +2% | +$36.3K | 3.81% | 4 |
|
|
2020
Q1 | $1.11M | Buy |
+11,888
| New | +$1.11M | 2.08% | 13 |
|