JPLA
Joseph P. Lucia & Associates’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$91K | – | 417 |
|
|
2022
Q2 | $91K | Sell |
500
-100
| -17% | -$18.2K | 0.06% | 150 |
|
|
2022
Q1 | $129K | Buy |
+600
| New | +$129K | 0.08% | 139 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$109K | – | 523 |
|
|
2021
Q3 | $109K | Sell |
600
-250
| -29% | -$45.4K | 0.06% | 162 |
|
|
2021
Q2 | $177K | Hold |
850
| – | – | 0.11% | 132 |
|
|
2021
Q1 | $144K | Sell |
850
-150
| -15% | -$25.4K | 0.06% | 131 |
|
|
2020
Q4 | $168K | Buy |
+1,000
| New | +$168K | 0.12% | 114 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$111K | – | 432 |
|
|
2020
Q2 | $111K | Hold |
1,000
| – | – | 0.1% | 124 |
|
|
2020
Q1 | $93K | Sell |
1,000
-250
| -20% | -$23.3K | 0.1% | 126 |
|
|
2019
Q4 | $146K | Hold |
1,250
| – | – | 0.13% | 113 |
|
|
2019
Q3 | $150K | Sell |
1,250
-284
| -19% | -$34.1K | 0.15% | 102 |
|
|
2019
Q2 | $158K | Sell |
1,534
-112,436
| -99% | -$11.6M | 0.17% | 93 |
|
|
2019
Q1 | $1K | Buy |
+113,970
| New | +$1K | 0.07% | 122 |
|