Meridian Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-318
| Closed | -$54K | – | 1199 |
|
|
2021
Q1 | $54K | Buy |
318
+116
| +57% | +$19.7K | 0.02% | 152 |
|
|
2020
Q4 | $34K | Buy |
202
+18
| +10% | +$3.03K | 0.01% | 164 |
|
|
2020
Q3 | $31K | Hold |
184
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $20K | Buy |
+184
| New | +$20K | 0.01% | 198 |
|
|
2020
Q1 | – | Sell |
-197
| Closed | -$23K | – | 218 |
|
|
2019
Q4 | $23K | Buy |
+197
| New | +$23K | 0.01% | 189 |
|