Integer Wealth Advisors Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $765K | Sell |
4,348
-50
| -1% | -$8.8K | 0.42% | 38 |
|
|
2020
Q4 | $708K | Sell |
4,398
-238
| -5% | -$38.3K | 0.47% | 41 |
|
|
2020
Q3 | $772K | Hold |
4,636
| – | – | 0.71% | 29 |
|
|
2020
Q2 | $531K | Hold |
4,636
| – | – | 0.54% | 34 |
|
|
2020
Q1 | $440K | Buy |
4,636
+220
| +5% | +$20.9K | 0.5% | 35 |
|
|
2019
Q4 | $457K | Buy |
+4,416
| New | +$457K | 0.45% | 39 |
|