Mosaic Family Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-230
| Closed | -$26K | – | 580 |
|
|
2019
Q1 | $26K | Hold |
230
| – | – | 0.01% | 406 |
|
|
2018
Q4 | $22K | Hold |
230
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $25K | Hold |
230
| – | – | 0.01% | 410 |
|
|
2018
Q2 | $24K | Hold |
230
| – | – | 0.01% | 441 |
|
|
2018
Q1 | $24K | Hold |
230
| – | – | 0.01% | 410 |
|
|
2017
Q4 | $27K | Hold |
230
| – | – | 0.01% | 409 |
|
|
2017
Q3 | $28K | Buy |
+230
| New | +$28K | 0.01% | 417 |
|
|
2017
Q2 | – | Sell |
-49
| Closed | -$5K | – | 732 |
|
|
2017
Q1 | $5K | Buy |
49
+16
| +48% | +$1.63K | ﹤0.01% | 584 |
|
|
2016
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 600 |
|
|
2016
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 616 |
|
|
2016
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 631 |
|
|
2016
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 664 |
|
|
2015
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 649 |
|