OWA
Outlook Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,436
| Closed | -$532K | – | 165 |
|
|
2019
Q3 | $532K | Sell |
4,436
-426
| -9% | -$51.1K | 0.32% | 68 |
|
|
2019
Q2 | $502K | Buy |
4,862
+107
| +2% | +$11K | 0.33% | 74 |
|
|
2019
Q1 | $531K | Buy |
4,755
+4,088
| +613% | +$457K | 0.44% | 62 |
|
|
2018
Q4 | $650K | Buy |
+667
| New | +$650K | 0.3% | 80 |
|