Wagner Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-196
| Closed | -$32K | – | 695 |
|
|
2022
Q3 | $32K | Sell |
196
-338
| -63% | -$55.2K | 0.02% | 251 |
|
|
2022
Q2 | $98K | Buy |
+534
| New | +$98K | 0.08% | 150 |
|
|
2022
Q1 | – | Sell |
-531
| Closed | -$114K | – | 632 |
|
|
2021
Q4 | $114K | Buy |
531
+63
| +13% | +$13.5K | 0.09% | 172 |
|
|
2021
Q3 | $100K | Sell |
468
-63
| -12% | -$13.5K | 0.08% | 169 |
|
|
2021
Q2 | $110K | Buy |
531
+67
| +14% | +$13.9K | 0.08% | 175 |
|
|
2021
Q1 | $79K | Buy |
+464
| New | +$79K | 0.06% | 192 |
|
|
2018
Q3 | $17K | Buy |
+148
| New | +$17K | 0.01% | 362 |
|
|
2018
Q2 | – | Sell |
-750
| Closed | -$78K | – | 715 |
|
|
2018
Q1 | $78K | Sell |
750
-109
| -13% | -$11.3K | 0.06% | 187 |
|
|
2017
Q4 | $115K | Buy |
+859
| New | +$115K | 0.09% | 161 |
|