JFA
Johanson Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $284K | Buy |
+1,323
| New | +$284K | 0.09% | 109 |
|
|
2020
Q1 | – | Sell |
-16,572
| Closed | -$142K | – | 233 |
|
|
2019
Q4 | $142K | Buy |
+16,572
| New | +$142K | 0.01% | 253 |
|
|
2018
Q1 | – | Sell |
-2,868
| Closed | -$342K | – | 84 |
|
|
2017
Q4 | $342K | Buy |
2,868
+28
| +1% | +$3.34K | 0.23% | 68 |
|
|
2017
Q3 | $342K | Buy |
2,840
+50
| +2% | +$6.02K | 0.25% | 61 |
|
|
2017
Q2 | $308K | Sell |
2,790
-103
| -4% | -$11.4K | 0.25% | 64 |
|
|
2017
Q1 | $312K | Buy |
+2,893
| New | +$312K | 0.27% | 62 |
|
|
2016
Q4 | – | Sell |
-2,289
| Closed | -$251K | – | 59 |
|
|
2016
Q3 | $251K | Buy |
+2,289
| New | +$251K | 0.27% | 63 |
|