PWM
Prentice Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,319
| Closed | -$284K | – | 185 |
|
|
2022
Q1 | $284K | Buy |
1,319
+28
| +2% | +$6.03K | 0.14% | 74 |
|
|
2021
Q4 | $278K | Sell |
1,291
-32
| -2% | -$6.89K | 0.13% | 81 |
|
|
2021
Q3 | $241K | Buy |
1,323
+9
| +0.7% | +$1.64K | 0.12% | 94 |
|
|
2021
Q2 | $273K | Buy |
1,314
+226
| +21% | +$47K | 0.14% | 79 |
|
|
2021
Q1 | $185K | Buy |
+1,088
| New | +$185K | 0.1% | 98 |
|