PWAG
Polaris Wealth Advisory Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-260
| Closed | -$30K | – | 436 |
|
|
2018
Q3 | $30K | Buy |
+260
| New | +$30K | ﹤0.01% | 295 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$16K | – | 421 |
|
|
2018
Q1 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 319 |
|
|
2016
Q1 | – | Sell |
-4,248
| Closed | -$409K | – | 143 |
|
|
2015
Q4 | $409K | Buy |
+4,248
| New | +$409K | 0.07% | 99 |
|