Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-105
| Closed | -$19K | – | 300 |
|
|
2021
Q3 | $19K | Sell |
105
-62
| -37% | -$11.2K | 0.01% | 224 |
|
|
2021
Q2 | $35K | Hold |
167
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $28K | Hold |
167
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $28K | Sell |
167
-21
| -11% | -$3.52K | 0.02% | 158 |
|
|
2020
Q3 | $31K | Buy |
188
+1
| +0.5% | +$165 | 0.03% | 152 |
|
|
2020
Q2 | $21K | Buy |
187
+82
| +78% | +$9.21K | 0.02% | 151 |
|
|
2020
Q1 | $10K | Buy |
105
+1
| +1% | +$95 | 0.01% | 188 |
|
|
2019
Q4 | $12K | Buy |
+104
| New | +$12K | 0.01% | 189 |
|