Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-350
| Closed | -$64K | – | 577 |
|
|
2022
Q2 | $64K | Hold |
350
| – | – | 0.01% | 280 |
|
|
2022
Q1 | $75K | Hold |
350
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $75K | Sell |
350
-26
| -7% | -$5.57K | 0.01% | 347 |
|
|
2021
Q3 | $68K | Hold |
376
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $78K | Hold |
376
| – | – | 0.01% | 321 |
|
|
2021
Q1 | $64K | Hold |
376
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $63K | Buy |
+376
| New | +$63K | 0.01% | 338 |
|