SPWG
Sage Private Wealth Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-80
| Closed | -$13K | – | 173 |
|
|
2022
Q3 | $13K | Hold |
80
| – | – | 0.02% | 137 |
|
|
2022
Q2 | $15K | Hold |
80
| – | – | 0.02% | 128 |
|
|
2022
Q1 | $17K | Hold |
80
| – | – | 0.02% | 128 |
|
|
2021
Q4 | $17K | Hold |
80
| – | – | 0.02% | 125 |
|
|
2021
Q3 | $15K | Hold |
80
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $17K | Hold |
80
| – | – | 0.02% | 120 |
|
|
2021
Q1 | $14K | Hold |
80
| – | – | 0.02% | 131 |
|
|
2020
Q4 | $13K | Buy |
+80
| New | +$13K | 0.04% | 124 |
|