RPg Family Wealth Advisory’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-402
| Closed | -$42.1K | – | 287 |
|
|
2018
Q1 | $42.1K | Buy |
402
+26
| +7% | +$2.72K | 0.03% | 138 |
|
|
2017
Q4 | $44.8K | Hold |
376
| – | – | 0.04% | 135 |
|
|
2017
Q3 | $45.2K | Hold |
376
| – | – | 0.04% | 144 |
|
|
2017
Q2 | $41.6K | Hold |
376
| – | – | 0.04% | 179 |
|
|
2017
Q1 | $40.3K | Buy |
+376
| New | +$40.3K | 0.03% | 143 |
|