PRW Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-983
| Closed | -$211K | – | 121 |
|
|
2022
Q1 | $211K | Hold |
983
| – | – | 0.09% | 113 |
|
|
2021
Q4 | $211K | Buy |
+983
| New | +$211K | 0.1% | 102 |
|
|
2021
Q3 | – | Sell |
-3,557
| Closed | -$740K | – | 274 |
|
|
2021
Q2 | $740K | Buy |
+3,557
| New | +$740K | 0.22% | 118 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$12K | – | 637 |
|
|
2019
Q1 | $12K | Sell |
100
-2
| -2% | -$240 | 0.01% | 265 |
|
|
2018
Q4 | $9K | Buy |
+102
| New | +$9K | 0.01% | 300 |
|