Lucia Wealth Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $973K | Buy |
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|
2019
Q3 | $515K | Sell |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $618K | Buy |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $545K | Sell |
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|
2018
Q1 | $565K | Sell |
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|
2017
Q4 | $715K | Buy |
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