TrueWealth LLC’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.44M | Sell |
12,976
-99
| -0.8% | -$11K | 0.61% | 30 |
|
|
2020
Q1 | $1.22M | Buy |
13,075
+138
| +1% | +$12.9K | 0.59% | 32 |
|
|
2019
Q4 | $1.51M | Sell |
12,937
-337
| -3% | -$39.4K | 0.61% | 29 |
|
|
2019
Q3 | $1.59M | Sell |
13,274
-139
| -1% | -$16.7K | 0.69% | 26 |
|
|
2019
Q2 | $1.39M | Sell |
13,413
-1,338
| -9% | -$138K | 0.62% | 26 |
|
|
2019
Q1 | $1.65M | Hold |
14,751
| – | – | 0.76% | 23 |
|
|
2018
Q4 | $1.44M | Sell |
14,751
-446
| -3% | -$43.5K | 0.73% | 23 |
|
|
2018
Q3 | $1.77M | Sell |
15,197
-476
| -3% | -$55.6K | 0.81% | 18 |
|
|
2018
Q2 | $1.67M | Buy |
15,673
+138
| +0.9% | +$14.7K | 0.79% | 17 |
|
|
2018
Q1 | $1.63M | Sell |
15,535
-222
| -1% | -$23.2K | 0.82% | 18 |
|
|
2017
Q4 | $1.88M | Buy |
+15,757
| New | +$1.88M | 0.88% | 17 |
|