Integrated Wealth Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$5.27M Buy
2016
Q4
$5.57M Buy
2016
Q3
$5.23M Sell
2016
Q2
$5.19M Buy
2016
Q1
$4.99M Buy
2015
Q4
$4.55M Buy
2015
Q3
$4.64M Buy
2015
Q2
$4.51M Sell
2015
Q1
$4.52M Buy