OAM
Optimal Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.47M | Buy |
35,553
+33
| +0.1% | +$6.01K | 0.81% | 19 |
|
|
2021
Q2 | $7.39M | Hold |
35,520
| – | – | 0.87% | 13 |
|
|
2021
Q1 | $6.04M | Buy |
35,520
+19,600
| +123% | +$3.33M | 0.78% | 20 |
|
|
2020
Q4 | $2.68M | Hold |
15,920
| – | – | 0.38% | 82 |
|
|
2020
Q3 | $2.65M | Buy |
15,920
+5,354
| +51% | +$892K | 0.38% | 76 |
|
|
2020
Q2 | $1.18M | Buy |
+10,566
| New | +$1.18M | 0.19% | 179 |
|