FFG
Frisch Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,469
| Closed | -$315K | – | 161 |
|
|
2021
Q4 | $315K | Buy |
1,469
+57
| +4% | +$12.2K | 0.1% | 119 |
|
|
2021
Q3 | $257K | Buy |
1,412
+6
| +0.4% | +$1.09K | 0.09% | 126 |
|
|
2021
Q2 | $292K | Buy |
1,406
+7
| +0.5% | +$1.45K | 0.09% | 117 |
|
|
2021
Q1 | $238K | Sell |
1,399
-978
| -41% | -$166K | 0.08% | 131 |
|
|
2020
Q4 | $400K | Buy |
2,377
+511
| +27% | +$86K | 0.15% | 73 |
|
|
2020
Q3 | $311K | Buy |
1,866
+12
| +0.6% | +$2K | 0.14% | 77 |
|
|
2020
Q2 | $206K | Buy |
+1,854
| New | +$206K | 0.1% | 91 |
|
|
2020
Q1 | – | Sell |
-2,073
| Closed | -$243K | – | 120 |
|
|
2019
Q4 | $243K | Buy |
2,073
+17
| +0.8% | +$1.99K | 0.12% | 101 |
|
|
2019
Q3 | $246K | Sell |
2,056
-614
| -23% | -$73.5K | 0.15% | 87 |
|
|
2019
Q2 | $276K | Buy |
2,670
+78
| +3% | +$8.06K | 0.18% | 73 |
|
|
2019
Q1 | $290K | Sell |
2,592
-2
| -0.1% | -$224 | 0.18% | 77 |
|
|
2018
Q4 | $253K | Buy |
+2,594
| New | +$253K | 0.18% | 79 |
|