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Litman Gregory Wealth Management’s United Parcel Service UPS Stock Holding History

Litman Gregory Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-86
Closed -$14K – 219
2020
Q3 		$14K Buy
+86
New +$14K ﹤0.01% 134
2020
Q1 		– Sell
-35
Closed -$4K – 208
2019
Q4 		$4K Buy
+35
New +$4K ﹤0.01% 186