Lake Point Wealth Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$3K Hold
30
﹤0.01% 240
2019
Q4
$4K Buy
+30
New +$4K ﹤0.01% 407
2019
Q2
$7K Hold
68
﹤0.01% 385
2019
Q1
$7K Sell
68
-4,104
-98% -$422K ﹤0.01% 385
2018
Q4
$407K Buy
+4,172
New +$407K 0.15% 95