MPS Loria Financial Planners’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 |
-298
| Closed | -$50K | – | 538 |
|
|
2021
Q1 | $50K | Buy |
298
+1
| +0.3% | +$168 | 0.02% | 161 |
|
|
2020
Q4 | $49K | Buy |
297
+97
| +49% | +$16K | 0.02% | 161 |
|
|
2020
Q3 | $33K | Buy |
200
+2
| +1% | +$330 | 0.02% | 170 |
|
|
2020
Q2 | $22K | Buy |
+198
| New | +$22K | 0.01% | 195 |
|
|
2017
Q3 | – | Sell |
-309
| Closed | -$35K | – | 318 |
|
|
2017
Q2 | $35K | Buy |
+309
| New | +$35K | 0.02% | 183 |
|