Hefty Wealth Partners’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-9,242
Closed -$1.06M 268
2016
Q4
$1.06M Buy
+9,242
New +$1.06M 0.89% 37