Private Wealth Advisors (Pennsylvania)’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $545K | Buy |
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|
2020
Q3 | $513K | Buy |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $292K | Hold |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $328K | Buy |
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|
2017
Q3 | $305K | Hold |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $318K | Hold |
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|
2016
Q4 | $340K | Sell |
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|
2016
Q3 | $352K | Hold |
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|
2016
Q2 | $347K | Sell |
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|
2016
Q1 | $355K | Hold |
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|
2015
Q4 | $324K | Sell |
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|
2015
Q3 | $373K | Sell |
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|
2015
Q2 | $371K | Hold |
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|
2015
Q1 | $371K | Buy |
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|
2014
Q4 | $414K | Sell |
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|
2014
Q3 | $370K | Buy |
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|
2014
Q2 | $384K | Hold |
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|
2014
Q1 | $364K | Sell |
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|
2013
Q4 | $408K | Buy |
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|
2013
Q3 | $351K | Buy |
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|
2013
Q2 | $328K | Buy |
|