Taylor Wealth Management Partners’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
Q1 | – | Sell |
-205
| Closed | -$24K | – | 152 |
|
|
2017
Q4 | $24K | Hold |
205
| – | – | 0.01% | 108 |
|
|
2017
Q3 | $25K | Hold |
205
| – | – | 0.01% | 107 |
|
|
2017
Q2 | $23K | Sell |
205
-225
| -52% | -$25.2K | 0.01% | 110 |
|
|
2017
Q1 | $46K | Hold |
430
| – | – | 0.02% | 104 |
|
|
2016
Q4 | $49K | Hold |
430
| – | – | 0.02% | 100 |
|
|
2016
Q3 | $47K | Sell |
430
-70
| -14% | -$7.65K | 0.02% | 93 |
|
|
2016
Q2 | $54K | Hold |
500
| – | – | 0.02% | 89 |
|
|
2016
Q1 | $53K | Buy |
+500
| New | +$53K | 0.03% | 84 |
|