KPW
Kore Private Wealth’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $501K | Buy |
3,101
+4
| +0.1% | +$646 | 0.09% | 136 |
|
|
2022
Q2 | $565K | Sell |
3,097
-129
| -4% | -$23.5K | 0.09% | 148 |
|
|
2022
Q1 | $692K | Buy |
3,226
+130
| +4% | +$27.9K | 0.09% | 145 |
|
|
2021
Q4 | $664K | Buy |
3,096
+35
| +1% | +$7.51K | 0.08% | 140 |
|
|
2021
Q3 | $557K | Buy |
3,061
+59
| +2% | +$10.7K | 0.06% | 226 |
|
|
2021
Q2 | $624K | Buy |
3,002
+6
| +0.2% | +$1.25K | 0.07% | 191 |
|
|
2021
Q1 | $509K | Sell |
2,996
-192
| -6% | -$32.6K | 0.07% | 190 |
|
|
2020
Q4 | $537K | Buy |
3,188
+144
| +5% | +$24.3K | 0.08% | 155 |
|
|
2020
Q3 | $507K | Sell |
3,044
-274
| -8% | -$45.6K | 0.1% | 136 |
|
|
2020
Q2 | $368K | Sell |
3,318
-1,818
| -35% | -$202K | 0.08% | 157 |
|
|
2020
Q1 | $480K | Hold |
5,136
| – | – | 0.11% | 117 |
|
|
2019
Q4 | $601K | Buy |
5,136
+26
| +0.5% | +$3.04K | 0.11% | 124 |
|
|
2019
Q3 | $591K | Sell |
5,110
-42
| -0.8% | -$4.86K | 0.13% | 118 |
|
|
2019
Q2 | $532K | Buy |
5,152
+42
| +0.8% | +$4.34K | 0.12% | 125 |
|
|
2019
Q1 | $571K | Buy |
5,110
+200
| +4% | +$22.3K | 0.13% | 115 |
|
|
2018
Q4 | $479K | Buy |
+4,910
| New | +$479K | 0.13% | 126 |
|