IWM
Integrated Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $5.27M | Buy |
49,145
+533
| +1% | +$57.2K | 1.77% | 8 |
|
|
2016
Q4 | $5.57M | Buy |
48,612
+809
| +2% | +$92.7K | 2.08% | 7 |
|
|
2016
Q3 | $5.23M | Sell |
47,803
-411
| -0.9% | -$44.9K | 1.87% | 8 |
|
|
2016
Q2 | $5.19M | Buy |
48,214
+936
| +2% | +$101K | 2.01% | 8 |
|
|
2016
Q1 | $4.99M | Buy |
47,278
+7
| +0% | +$738 | 2.1% | 8 |
|
|
2015
Q4 | $4.55M | Buy |
47,271
+232
| +0.5% | +$22.3K | 1.96% | 8 |
|
|
2015
Q3 | $4.64M | Buy |
47,039
+487
| +1% | +$48.1K | 2.03% | 7 |
|
|
2015
Q2 | $4.51M | Sell |
46,552
-85
| -0.2% | -$8.24K | 1.75% | 10 |
|
|
2015
Q1 | $4.52M | Buy |
+46,637
| New | +$4.52M | 1.89% | 8 |
|