Lenox Wealth Advisors’s United Parcel Service UPS Stock Holding History

Lenox Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$144K	Buy	755 +8	+1%	+$1.53K	0.02%	131
2021 Q4	$160K	Sell	747 -9	-1%	-$1.93K	0.02%	129
2021 Q3	$138K	Buy	756 +6	+0.8%	+$1.1K	0.02%	133
2021 Q2	$156K	Buy	750 +354	+89%	+$73.6K	0.02%	119
2021 Q1	$67K	Sell	396 -20	-5%	-$3.38K	0.01%	156
2020 Q4	$70K	Buy	416 +1	+0.2%	+$168	0.01%	152
2020 Q3	$69K	Buy	415 +68	+20%	+$11.3K	0.01%	134
2020 Q2	$39K	Buy	347 +69	+25%	+$7.76K	0.01%	191
2020 Q1	$26K	Buy	278 +2	+0.7%	+$187	﹤0.01%	221
2019 Q4	$32K	Buy	276 +2	+0.7%	+$232	0.01%	246
2019 Q3	$33K	Buy	274 +2	+0.7%	+$241	0.01%	204
2019 Q2	$28K	Buy	272 +2	+0.7%	+$206	﹤0.01%	191
2019 Q1	$30K	Sell	270 -223	-45%	-$24.8K	0.01%	173
2018 Q4	$48K	Buy	493 +1	+0.2%	+$97	0.01%	127
2018 Q3	$57K	Buy	492 +227	+86%	+$26.3K	0.01%	125
2018 Q2	$28K	Buy	265 +1	+0.4%	+$106	0.01%	211
2018 Q1	$28K	Buy	264 +65	+33%	+$6.89K	0.01%	233
2017 Q4	$24K	Sell	199 -2	-1%	-$241	0.01%	135
2017 Q3	$24K	Buy	201 +5	+3%	+$597	0.01%	67
2017 Q2	$22K	Buy	196 +1	+0.5%	+$112	0.01%	78
2017 Q1	$21K	Buy	195 +2	+1%	+$215	0.01%	63
2016 Q4	$22K	Buy	193 +1	+0.5%	+$114	0.01%	78
2016 Q3	$21K	Buy	192 +2	+1%	+$219	0.01%	137
2016 Q2	$21K	Buy	190 +1	+0.5%	+$111	0.01%	133
2016 Q1	$20K	Buy	189 +1	+0.5%	+$106	0.01%	134
2015 Q4	$18K	Buy	188 +2	+1%	+$191	0.01%	149
2015 Q3	$18K	Buy	186 +1	+0.5%	+$97	0.01%	145
2015 Q2	$18K	Buy	185 +1	+0.5%	+$97	0.01%	107
2015 Q1	$18K	Buy	184 +2	+1%	+$196	0.01%	133
2014 Q4	$20K	Buy	182 +1	+0.6%	+$110	0.01%	135
2014 Q3	$18K	Buy	181 +1	+0.6%	+$99	0.01%	136
2014 Q2	$19K	Buy	180 +1	+0.6%	+$106	0.01%	110
2014 Q1	$17K	Sell	179 -93	-34%	-$8.83K	0.01%	109
2013 Q4	$29K	Buy	272 +21	+8%	+$2.24K	0.02%	90
2013 Q3	$23K	Sell	251 -99	-28%	-$9.07K	0.02%	58
2013 Q2	$30K	Buy	+350	New	+$30K	0.03%	53