Gupta Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.08M | Sell |
19,723
-4,298
| -18% | -$453K | 0.49% | 47 |
|
|
2015
Q4 | $2.31M | Sell |
24,021
-1,866
| -7% | -$180K | 0.59% | 38 |
|
|
2015
Q3 | $2.56M | Sell |
25,887
-1,589
| -6% | -$157K | 0.62% | 41 |
|
|
2015
Q2 | $2.66M | Sell |
27,476
-524
| -2% | -$50.8K | 0.65% | 41 |
|
|
2015
Q1 | $2.71M | Buy |
+28,000
| New | +$2.71M | 0.8% | 31 |
|