PRWA
Platte River Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $230K | Hold |
1,685
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $231K | Sell |
1,685
-150
| -8% | -$20.5K | 0.06% | 90 |
|
|
2024
Q1 | $273K | Hold |
1,835
| – | – | 0.08% | 83 |
|
|
2023
Q4 | $289K | Hold |
1,835
| – | – | 0.1% | 84 |
|
|
2023
Q3 | $286K | Hold |
1,835
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $329K | Hold |
1,835
| – | – | 0.12% | 77 |
|
|
2023
Q1 | $356K | Hold |
1,835
| – | – | 0.14% | 69 |
|
|
2022
Q4 | $319K | Hold |
1,835
| – | – | 0.13% | 75 |
|
|
2022
Q3 | $296K | Hold |
1,835
| – | – | 0.13% | 74 |
|
|
2022
Q2 | $335K | Hold |
1,835
| – | – | 0.15% | 70 |
|
|
2022
Q1 | $394K | Hold |
1,835
| – | – | 0.14% | 68 |
|
|
2021
Q4 | $388K | Sell |
1,835
-165
| -8% | -$34.9K | 0.13% | 71 |
|
|
2021
Q3 | $364K | Buy |
2,000
+150
| +8% | +$27.3K | 0.13% | 71 |
|
|
2021
Q2 | $385K | Hold |
1,850
| – | – | 0.15% | 72 |
|
|
2021
Q1 | $320K | Hold |
1,850
| – | – | 0.13% | 74 |
|
|
2020
Q4 | $296K | Hold |
1,850
| – | – | 0.13% | 77 |
|
|
2020
Q3 | $308K | Sell |
1,850
-260
| -12% | -$43.3K | 0.16% | 72 |
|
|
2020
Q2 | $243K | Buy |
+2,110
| New | +$243K | 0.13% | 81 |
|
|
2019
Q4 | $795K | Buy |
+7,675
| New | +$795K | 0.42% | 73 |
|