Harvest Group Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-115
| Closed | -$19K | – | 685 |
|
|
2020
Q4 | $19K | Buy |
115
+2
| +2% | +$330 | 0.01% | 174 |
|
|
2020
Q3 | $19K | Sell |
113
-20
| -15% | -$3.36K | 0.01% | 171 |
|
|
2020
Q2 | $14K | Buy |
133
+21
| +19% | +$2.21K | 0.01% | 191 |
|
|
2020
Q1 | $10K | Buy |
112
+2
| +2% | +$179 | 0.01% | 206 |
|
|
2019
Q4 | $12K | Hold |
110
| – | – | 0.01% | 219 |
|
|
2019
Q3 | $13K | Buy |
110
+1
| +0.9% | +$118 | 0.02% | 226 |
|
|
2019
Q2 | $11K | Buy |
109
+1
| +0.9% | +$101 | 0.01% | 214 |
|
|
2019
Q1 | $12K | Buy |
+108
| New | +$12K | 0.01% | 216 |
|