GWA
Guidant Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $25K | Buy |
211
+1
| +0.5% | +$118 | 0.01% | 211 |
|
|
2019
Q2 | $22K | Buy |
210
+1
| +0.5% | +$105 | 0.01% | 221 |
|
|
2019
Q1 | $23K | Buy |
209
+2
| +1% | +$220 | 0.01% | 217 |
|
|
2018
Q4 | $20K | Sell |
207
-11
| -5% | -$1.06K | 0.01% | 169 |
|
|
2018
Q3 | $25K | Buy |
218
+1
| +0.5% | +$115 | 0.01% | 110 |
|
|
2018
Q2 | $23K | Buy |
217
+9
| +4% | +$954 | 0.01% | 108 |
|
|
2018
Q1 | $21K | Buy |
208
+8
| +4% | +$808 | 0.01% | 111 |
|
|
2017
Q4 | $25K | Hold |
200
| – | – | 0.01% | 105 |
|
|
2017
Q3 | $23K | Hold |
200
| – | – | 0.02% | 107 |
|
|
2017
Q2 | $22K | Hold |
200
| – | – | 0.01% | 150 |
|
|
2017
Q1 | $21K | Buy |
200
+3
| +2% | +$315 | 0.01% | 137 |
|
|
2016
Q4 | $23K | Sell |
197
-1
| -0.5% | -$117 | 0.01% | 121 |
|
|
2016
Q3 | $21K | Buy |
+198
| New | +$21K | 0.01% | 120 |
|