TrueWealth LLC’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.65M | Hold |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.77M | Sell |
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|
2018
Q2 | $1.67M | Buy |
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|
2018
Q1 | $1.63M | Sell |
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|
2017
Q4 | $1.88M | Buy |
|