MWM
Mattern Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-993
| Closed | -$213K | – | 179 |
|
|
2021
Q4 | $213K | Buy |
+993
| New | +$213K | 0.06% | 164 |
|
|
2021
Q3 | – | Sell |
-993
| Closed | -$209K | – | 171 |
|
|
2021
Q2 | $209K | Buy |
+993
| New | +$209K | 0.07% | 164 |
|
|
2021
Q1 | – | Sell |
-3,031
| Closed | -$510K | – | 162 |
|
|
2020
Q4 | $510K | Buy |
3,031
+442
| +17% | +$74.4K | 0.19% | 104 |
|
|
2020
Q3 | $431K | Hold |
2,589
| – | – | 0.18% | 106 |
|
|
2020
Q2 | $288K | Sell |
2,589
-100
| -4% | -$11.1K | 0.14% | 116 |
|
|
2020
Q1 | $251K | Buy |
+2,689
| New | +$251K | 0.18% | 105 |
|