Laurel Wealth Planning’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-85
| Closed | -$14.8K | – | 193 |
|
|
2022
Q4 | $14.8K | Hold |
85
| – | – | 0.01% | 142 |
|
|
2022
Q3 | $14K | Hold |
85
| – | – | 0.01% | 144 |
|
|
2022
Q2 | $16K | Hold |
85
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $18K | Hold |
85
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $18K | Hold |
85
| – | – | 0.01% | 121 |
|
|
2021
Q3 | $15K | Buy |
+85
| New | +$15K | 0.01% | 123 |
|