Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31
| Closed | -$4K | – | 605 |
|
|
2018
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 343 |
|
|
2018
Q2 | $3K | Sell |
31
-107
| -78% | -$10.4K | ﹤0.01% | 377 |
|
|
2018
Q1 | $14K | Sell |
138
-255
| -65% | -$25.9K | 0.01% | 232 |
|
|
2017
Q4 | $47K | Buy |
393
+255
| +185% | +$30.5K | 0.02% | 158 |
|
|
2017
Q3 | $17K | Sell |
138
-53
| -28% | -$6.53K | 0.01% | 221 |
|
|
2017
Q2 | $21K | Buy |
191
+51
| +36% | +$5.61K | 0.01% | 216 |
|
|
2017
Q1 | $15K | Sell |
140
-97
| -41% | -$10.4K | 0.01% | 241 |
|
|
2016
Q4 | $27K | Buy |
+237
| New | +$27K | 0.01% | 203 |
|