LWS
Lucia Wealth Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.64M | Buy |
9,816
+421
| +4% | +$70.2K | 0.38% | 50 |
|
|
2020
Q2 | $1.05M | Sell |
9,395
-140
| -1% | -$15.6K | 0.28% | 62 |
|
|
2020
Q1 | $891K | Buy |
9,535
+1,223
| +15% | +$114K | 0.29% | 58 |
|
|
2019
Q4 | $973K | Buy |
8,312
+4,011
| +93% | +$470K | 0.3% | 64 |
|
|
2019
Q3 | $515K | Sell |
4,301
-515
| -11% | -$61.7K | 0.17% | 84 |
|
|
2019
Q2 | $497K | Sell |
4,816
-713
| -13% | -$73.6K | 0.17% | 86 |
|
|
2019
Q1 | $618K | Buy |
5,529
+2,449
| +80% | +$274K | 0.21% | 89 |
|
|
2018
Q4 | $300K | Sell |
3,080
-1,851
| -38% | -$180K | 0.14% | 98 |
|
|
2018
Q3 | $576K | Sell |
4,931
-199
| -4% | -$23.2K | 0.18% | 99 |
|
|
2018
Q2 | $545K | Sell |
5,130
-268
| -5% | -$28.5K | 0.24% | 82 |
|
|
2018
Q1 | $565K | Sell |
5,398
-601
| -10% | -$62.9K | 0.18% | 97 |
|
|
2017
Q4 | $715K | Buy |
+5,999
| New | +$715K | 0.32% | 64 |
|