Lenox 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
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 568 |
|
|
2020
Q1 | $3K | Buy |
37
+14
| +61% | +$1.14K | ﹤0.01% | 569 |
|
|
2019
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 614 |
|
|
2019
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 640 |
|
|
2014
Q2 | – | Sell |
-103
| Closed | -$10K | – | 176 |
|
|
2014
Q1 | $10K | Sell |
103
-115
| -53% | -$11.2K | 0.01% | 143 |
|
|
2013
Q4 | $23K | Buy |
+218
| New | +$23K | 0.02% | 120 |
|